Jacqueline Lewis (CFP)

Jacqueline Lewis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Additional Information

Jackie Lewis, CFP® is a Partner Advisor with AdvicePeriod. Since beginning her career as a wealth management professional, she has been passionately committed to providing goal-based, life transition financial planning along with risk management strategies around wealth. Her clients are successful individuals and families that want to preserve and grow their assets with an eye towards both tax-efficiency and costs that are in line with the value received.

Prior to joining AdvicePeriod, Jackie worked for over 14 years as a senior vice president and wealth advisor with Wells Fargo’s Private Bank in San Diego. Before that, she was a financial planner and private banker with J.P. Morgan Private Bank in New York and Los Angeles.  She has worked in the financial industry for over 30 years in Corporate Banking, Commercial Banking, and Wealth Management.

Jackie is a CERTIFIED FINANCIAL PLANNER, earned her Master of Business Administration (MBA) degree in Finance from San Diego State University and her Bachelor of Business Administration (BBA) degree from the University of Hawaii, Manoa.

She lives in the North County community of San Diego with her husband, three kids, and two rescue dogs.  She enjoys spending time with her family, traveling, hiking. and the theatre. She is on the Board of The Old Globe, a large regional theatre company in San Diego.

NAPFA Start Date

July 19, 2019

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This Office

12707 High Bluff Dr Ste 200 San Diego, CA 92130-2037 Phone: (858) 252-2844