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Jacqueline M. Jacobsen, CFP®, CIMA®, CPWA®, CDFA®

Jacqueline M. Jacobsen, CFP®, CIMA®, CPWA®, CDFA®

Managing Partner Registered Principal

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Originally from Northern England, Jacqueline moved to Seattle where she had careers in both Nursing and Engineering, (specifically on the design phase of the 777 aircraft at Boeing). Then she made a life changing decision to begin a career in financial services. Jacqueline began her practice in Austin, TX where for 15 years she helped high net-worth families live more meaningfully by designing comprehensive wealth management strategies.

Missing the Pacific Northwest, Jacqueline returned to the Seattle area in August of 2008 where she continued her practice.  May of 2021 ended (hopefully) significant personal losses, so she decided to make a major move across country to a small town in North Carolina; Sneads Ferry. Excited to begin this new personal chapter it inspires her to fully understand and appreciate what her clients have also been through and survived in the last few years especially during Covid-19.

Jacqueline is firmly committed to long-term relationships and has always strived to deliver a high level of service by listening to clients, understanding their needs, aspirations and concerns. Jacqueline's practice is built on trust.

Education is very important to Jacqueline; to be able to stay current on the financial and investment planning world, so that her clients stay informed of the forever changing financial landscape.  She has earned over 12 industry designations including the CFP®, CIMA® and CPWA® (Certified Investment Management Analyst and Certified Private Wealth Advisor through the Investment and Wealth Institute, (IWI)).  In addition, Jacqueline was an adjunct Professor at St. Edwards University in Austin, TX and an Instructor for the CFP® program through the University of Texas. She currently serves on the Protection and Advancement of Certification Excellence for the Investment and Wealth Institute (IWI). She is a former member of the Professional Review Board and Admissions committee also for the Investment and Wealth Institute (IWI) and she is a former board member of Psychology Beyond Borders.

When Jacqueline is not working, she loves to cook, work in her garden and travel. Jacqueline is an avid golfer and skier and fanatic Seahawk’s fan. She is excited and happy to live in a beautiful place in North Carolina with her fur babies and learning all there is to know about living in the South.