Jacqui became an Independent Wealth Advisor of WealthSource Partners through the merger of Avant-Garde Advisors and Vellum Financial. Prior to joining Avant-Garde in December of 2011, Jacqui managed assets primarily for high-net-worth individuals, at various firms, in the Beverly Hills area. Her role before that was as an Associate with Coast Asset Management on their CDO desk, which specialized in due diligence of CDO tranches. Jacqui started her investment management career at TCW where she was an Assistant Vice President who was primarily responsible for performing credit analysis of high-yield bonds. Jacqui also served on the Investment Committee for the City of Los Angeles for five years and received her Bachelor of Science in Management degree from Pepperdine University.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.