Jaci
Iannello
CFP®, CRPC™
Here to act in your best interests
About me
I view financial planning like a puzzle where we need to put all the pieces together to see the big picture. Every client I help has those pieces and putting together their big picture is what is important to me. When I am not helping my clients, I enjoy spending time with my family, traveling and being outside.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Education
Bachelor of Arts, Political Science - California State University, Long Beach
Visit one of our Locations
Los Angeles IV - Anaheim
2400 E. Katella Avenue
Suite 410
Anaheim, CA 92806
Los Angeles V - Orange County
600 Anton Blvd.
Suite 1750
Costa Mesa, CA 92626
Los Angeles III - Woodland Hills
21550 Oxnard Street
Suite 810
Woodland Hills, CA 91367
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
