Jacquelyn Goldstick (CFP®)
Jacquelyn Goldstick focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Women's Financial Planning Issues
Planning Specialties
Jackie has been practicing as a fee-only financial planner since 2000. Her diverse background and experience working with retiring baby boomers, working families, corporate executives, young entrepreneurs, business owners, and foundations exemplifies her success and commitment to building practical, evolutionary financial plans tailored to fit each clients risk profile and unique life circumstances.
Jackie spends a great deal of time up-front working with her clients to define both their short and long term goals and to evaluate their risk tolerance levels. Once she gains this understanding, she is able to devise strategies to help her clients meet their objectives. In Jackie's opinion, it is critical that her clients completely understand everything that they are doing and why, and it is for this reason that she tends to favor transparent and simple solutions. Jackie acts as a voice of calm during periods of market extremes to make sure that deviations from the agreed-upon strategies are not emotionally-driven.
Jackie is proud of the long-term relationships she develops with her clients and their families. She gains great pleasure and satisfaction knowing that her advice and disciplined approach has contributed to her clients long-term financial success and peace of mind.
Additional Information
Prior to joining Core Wealth Management, Jackie managed the Palm Beach Gardens office of Family First Financial Planning, a fee-only financial planning firm. She also helped establish a wealth management services group at a prestigious regional investment firm located in Chicago, Illinois. She provided comprehensive financial planning services, including retirement planning, asset allocation and investment analysis, tax planning, education funding, estate planning and cash flow planning for the firm’s high net worth clients and prospects. Jackie began her financial planning career at a family office, helping to manage and oversee several hundred million dollars in assets across four generations of family members. Additional experience includes several years in commercial and investment banking and a short time as an auditor at a public accounting firm.
Jackie holds a Bachelor of Science with a concentration in accounting from the John M. Olin School of Business at Washington University in St. Louis and the designation of Certified Financial Planner™.
Jackie was quoted in Oprah.com’s September 2009 newsletter to discuss staying home on one income.
Jackie is married to Larry and has two sons, Adam and Corey. Interests include exercise, reading, travel and spending time with her family.
NAPFA Start Date
December 07, 2009