Jackie Lewis, CFP®, MBA is a Partner Advisor with AdvicePeriod. Since beginning her career as a wealth management professional, she has been passionately committed to providing goal-based, life transition financial planning along with risk management strategies around wealth. Her clients are successful individuals and families that want to preserve and grow their assets with an eye towards both tax-efficiency and costs that are in line with the value received.
Before joining AdvicePeriod in early 2019, Jackie was a Senior Wealth Advisor at Wells Fargo’s Private Bank for 14 years where she worked with some of the bank’s wealthiest families. Today, in addition to helping her clients, Jackie also dedicates her time to serving the larger San Diego community as a member of the Philanthropic Committee for Ronald McDonald House of San Diego.
In her free time, Jackie enjoys traveling, hiking, running, and spending time with her family. She is also an avid animal lover.