Ms Jacqueline Lakocy CFP
Transitional Wealth Strategies
4041 Soquel DR Ste A1 #316, Soquel, CA
90% Trust Score
Is this your profile? Log in to update your information if anything is incorrect.
Compensation
Commission and Fee
Min. Assets
$100,000
Languages
Spanish, English
License
Not Validated
Areas of Expertise
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Life Transitions, Long-Term Care
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor