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Broker Affiliation: LPL Financial
Languages: English
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
AAPI, Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Financial planning doesn’t have to feel complicated. I start by understanding the full picture: what you own, what you earn, what you’re working toward, and the financial decisions that are currently competing for your attention. From there, we organize the moving pieces and develop a financial plan based on your individual circumstances and goals. Depending on your needs, planning may include investment management, retirement planning, tax considerations, insurance, estate planning, and other financial decisions. When appropriate, I can also work alongside your CPA, estate attorney, and other professionals as part of the planning process. My approach is ongoing and personal. Circumstances, tax laws, markets, and priorities can change over time, so we can revisit the plan as appropriate rather than treating financial planning as a one-time exercise. I also believe it’s important to understand the reasoning behind the recommendations we discuss. You don’t need to become a financial expert. My role is to help make complicated financial decisions feel a little clearer and provide information and perspective as you consider your options
Jaclyn Madrid is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Nexus Wealth Partners is a separate entity from LPL Financial.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
Securities Registrations or Exam Qualifications
Series 7
Series 63
Series 65
Designations & Certifications
CFP®
Insurance Licenses
Life Insurance License (CA)
Health/Disability Insurance License (CA)
Fixed Annuity Insurance License (CA)
Variable Annuity Insurance License (CA)
Investment and Portfolio
Tax Planning
Retirement Income and Distribution
Estate, Trust, and Legacy Planning
Risk Management and Insurance
Cash Flow and Debt Optimization
Education and College Planning
Business Succession Planning
Equity Compensation Planning
Concentrated Stock and Diversification Planning
Executive Compensation Planning
Charitable Giving
Household Income Minimum
$1
Investable Asset Minimum
$500,000