NEWPORT BEACH, Calif. — October 24, 2022 – 20-year financial industry veteran Jackie Adler has joined Spinnaker Investment Group as Director of Wealth Planning, announced Morgan Christen, CEO and Chief Investment Officer. In her new role, Adler will develop personalized financial planning strategies for the firm’s clients, with a special focus on advising women on achieving their financial goals. She will continue to service her clientele in both Arizona and New York.
“We are delighted to have Jackie join our team,” Christen said. “Her leadership and deep commitment to empowering women make for a perfect fit with our team, our client base and our community.
Adler specializes in holistic financial planning, wealth management, protection strategies and multigenerational planning. As a CFP® practitioner, she has worked at some of the world’s top financial institutions including Mass Mutual, TIAA, Fidelity Investments and Mercer Global Advisors.
Her passion for helping women during major life transitions compelled her to attain the Certified Divorce Financial Analyst™ (CDFA) designation, which allows her to act as a financial advocate throughout divorce proceedings and help women move forward with a sound plan and purpose.
Jackie earned her Bachelor of Science from the University of Arizona’s Eller College of Management.
Recognized as one of Orange County’s fastest-growing privately owned small businesses, Spinnaker Investment Group currently has over $500 million in assets under management. The firm’s approach to client success is to combine carefully researched wealth management guidance and a wealth of human capital, with a style that is both ‘high-touch’ and ‘high-tech.’
Spinnaker serves a broad customer base throughout Southern California, as well as many clients throughout the United States. An independent practice that does not represent a specific company, bank or Wall Street institution, Spinnaker confidently and autonomously advises clients with individually tailored financial strategies designed to achieve financial independence. The firm’s services include Financial Planning, Wealth Planning, Retirement Planning, Asset Management, Securities and Insurance. For more information, visit www.SpinnInvest.com.
Adler can be reached via email at email@example.com or her direct line at (949) 940-8012.