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 PLANNERâ„¢
Chartered Retirement Planning Counselorâ„¢
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 910
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
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Certain services provided on an educational and guidance basis only.
