Jacqueline  Mayer,  CFP<sup>&reg;</sup> - Financial Advisor

Jacqueline Mayer, CFP®

Owner

Mayer & Associates Advisory

4010 Moorpark Ave., Suite 102
San Jose, CA 95117-1842
(408) 249-8600

General

Jacqueline Mayer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mayer & Associates Advisory in San Jose, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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