Born and raised in Orange County, California, Jacqueline now proudly calls San Diego home. She earned her Bachelor’s degree in Business Marketing with an emphasis in Sales from San Diego State University and built her career around a passion for developing meaningful relationships and helping others make confident financial decisions.
As an Associate Wealth Manager at Presidio Capital Management, Jacqueline works closely with clients to understand what matters most to them and help translate their goals into personalized, actionable financial strategies. She believes that effective wealth management begins with listening and that strong relationships are the foundation for delivering advice that creates lasting impact.
Prior to joining Presidio in September 2026, Jacqueline spent four years at Charles Schwab, where she progressed from Client Relationship Specialist to Investment Consultant. In those roles, she guided clients through investment and financial planning decisions while building long-term relationships founded on trust, communication, and exceptional service. Her experience reinforced the belief that great advice is not only about managing investments, but also about understanding each client’s unique priorities and helping them navigate every stage of life with confidence.
Outside of the office, Jacqueline enjoys embracing the Southern California lifestyle, spending time at the beach, exploring local hiking trails, and taking trips to the mountains for snowboarding. She loves to travel and is always eager to experience new places, cultures, and cuisines. In her free time, you’ll often find her discovering a new restaurant or enjoying time with friends and family.