Jackie Silvis, CFA®, CFP®

Director of Investments, Financial Planner

Education: B.S., San Diego University Financial Planning and Services

Jackie’s Areas of Expertise

  • Budgeting and cash flow
  • Tax planning
  • Insurance
  • Education funding
  • Employee benefits
  • Charitable giving
  • Investment management
  • Student loans
  • Retirement/financial independence planning

I get excited about working with people who are:

Making big life transitions, for example, clients who are starting their first attending role and are looking for support and guidance on how to create a financial plan that helps them live their best life now, while preparing for the future. Also, anyone who wants to nerd out about investments!

When not at work, you’ll find me:

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Enjoying the outdoors - skiing, running, skating, and playing tennis. She also treasures her time spent traveling, reading, and playing with her cat Popcorn.

Have a Question for Jackie?

Send her an email at:  Jackie@wrennefinancial.com or schedule a no obligation introductory call.