Meet Jackie Griggs, CFP®
Financial Planner
Education: B.S., San Diego University Financial Planning and Services
Jackie’s Areas of Expertise
- Budgeting and cash flow
- Education funding
- Investment management
- Tax planning
- Employee benefits
- Student loans
- Insurance
- Charitable giving
- 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:
Enjoying the outdoors - skiing, running, skating, and playing tennis. She also treasures her time spent traveling, reading, and playing with her cat Popcorn.
