Jaclyn
Weitzberg
Financial Advisor
(858) 642-0170
As a Financial Advisor and Retirement
Specialist with Retirement Strategies
Group, Inc., Jaclyn is responsible
for providing investment and retirement
planning advice for business owners
and individuals. Jaclyn began
her career in the field of finance
in order to assist individuals and
corporate personnel to understand and
reach their individual financial growth
goals and retirement objectives. Jaclyn
has over 5 years of experience in the
financial services industry with an
extensive background in retirement
planning, management, finance, sales
and accounting.
After graduating from
San Diego State University in 2003
with a BA in Finance, Jaclyn joined
AIG SunAmerica, a nationally licensed
insurance agency and investment firm. After
gaining some experience in the financial
industry Jaclyn decided to go off on
her own as an independent advisor.
Today
Jaclyn is an independent consultant
with Retirement Strategies Group, Brecek & Young. In
addition to her work at RSG, Jaclyn
is completing her MBA in Finance and
Tax Planning and has completed the
course requirements to sit for the
Certified Financial Planning exam in
July 2008.
Jaclyn holds FINRA Series 6,7, 63
licenses as well as her Life, Health
and Long Term Care Insurance license.
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