About

I design financial plans and investment portfolios with clarity, structure, and purpose.

Schedule a Call

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white ceramic sink beside window

My Story

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I started working in financial services in 2010, and since then my practice has evolved into something much more independent and curated.


Every plan I create begins with intention, structure, and a deep understanding of clients' personal context. Design and execution come together through a balanced, detail-driven approach.


Thoughtful, functional, and enduring plans and portfolios brought to life. Defined by consistency, guided by purpose, and built with a goal to reflect your desired and every day life.

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Impact

Measured by experience and trust.

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I bring over 12 years of wealth management experience including shaping thoughtful and functional financial plans.

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I've added two additional certifications including the CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® Practitioner designations.

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I'm 100% committed to my clients. I maintain long-term collaborations built on trust and execution.

About

Behind the Work

I am active in Westlake Village and love to enjoy the local trails, play pickleball, and practice yoga.

The restaurants, shops, and businesses in the Conejo Valley and throughout Los Angeles and Ventura Counties are my favorite part of living in Southern California.

Here's to good weather and wonderful people! ⛱️ 🥾 🧘🏻‍♀️

Jaclyn Madrid

Financial Advisor

Process

How I Work

I follow a clear process with the goal of keeping every step simple, structured, and easy to manage.

Schedule a Call

/01

Discover

I get to know your current financial situation, lifestyle, and income requirements.

/02

Define

I get to know what your priorities are and get clear on your goals.

/03

Development

I create your plan and present it for your review and any revisions.

/04

Execution

I facilitate implementing your plan with you, including your customized investment allocation.

Process

How I Work

I follow a clear process with the goal of keeping every step simple, structured, and easy to manage.

Schedule a Call

/01

Discover

I get to know your current financial situation, lifestyle, and income requirements.

/02

Define

I get to know what your priorities are and get clear on your goals.

/03

Development

I create your plan and present it for your review and any revisions.

/04

Execution

I facilitate implementing your plan with you, including your customized investment allocation.

Process

How I Work

I follow a clear process with the goal of keeping every step simple, structured, and easy to manage.

Schedule a Call

/01

Discover

I get to know your current financial situation, lifestyle, and income requirements.

/02

Define

I get to know what your priorities are and get clear on your goals.

/03

Development

I create your plan and present it for your review and any revisions.

/04

Execution

I facilitate implementing your plan with you, including your customized investment allocation.

Member of local and professional organizations

Member of local and professional organizations

FAQ

Your Questions, Answered

Find quick answers to the most common questions about my services and process.

  • I’m balancing a lot, how can you help me connect the pieces of my financial life?

    I help you bring your financial decisions into focus, whether you’re building a business, growing your career, or caring for family. Together, we’ll identify your priorities and connect what you need today with what you want for the future.

  • Can you help me navigate a major life change?

    Yes. Whether you’re navigating divorce, losing a partner, or changing careers, we’ll work through what needs attention now and what can wait. We’ll approach your next steps at a pace that feels manageable.

  • Do I need to have everything figured out before reaching out?

    You don’t need organized finances or clearly defined goals to start a conversation. Bring your questions, concerns, or curiosity, and we’ll figure out where to begin together.

  • What does working with you look like?

    We’ll start by getting to know each other and, if we’re a fit, build a financial plan around your priorities with clear next steps. As your life changes, we’ll revisit your plan and adjust together.

  • How will we know if we’re a good fit?

    Our first conversation is a chance to share what you’re looking for, ask questions, and get a feel for how I work. We’ll explore whether my approach and experience match the support you need.

FAQ

Your Questions, Answered

Find quick answers to the most common questions about my services and process.

  • I’m balancing a lot, how can you help me connect the pieces of my financial life?

    I help you bring your financial decisions into focus, whether you’re building a business, growing your career, or caring for family. Together, we’ll identify your priorities and connect what you need today with what you want for the future.

  • Can you help me navigate a major life change?

    Yes. Whether you’re navigating divorce, losing a partner, or changing careers, we’ll work through what needs attention now and what can wait. We’ll approach your next steps at a pace that feels manageable.

  • Do I need to have everything figured out before reaching out?

    You don’t need organized finances or clearly defined goals to start a conversation. Bring your questions, concerns, or curiosity, and we’ll figure out where to begin together.

  • What does working with you look like?

    We’ll start by getting to know each other and, if we’re a fit, build a financial plan around your priorities with clear next steps. As your life changes, we’ll revisit your plan and adjust together.

  • How will we know if we’re a good fit?

    Our first conversation is a chance to share what you’re looking for, ask questions, and get a feel for how I work. We’ll explore whether my approach and experience match the support you need.

FAQ

Your Questions, Answered

Find quick answers to the most common questions about my services and process.

  • I’m balancing a lot, how can you help me connect the pieces of my financial life?

    I help you bring your financial decisions into focus, whether you’re building a business, growing your career, or caring for family. Together, we’ll identify your priorities and connect what you need today with what you want for the future.

  • Can you help me navigate a major life change?

    Yes. Whether you’re navigating divorce, losing a partner, or changing careers, we’ll work through what needs attention now and what can wait. We’ll approach your next steps at a pace that feels manageable.

  • Do I need to have everything figured out before reaching out?

    You don’t need organized finances or clearly defined goals to start a conversation. Bring your questions, concerns, or curiosity, and we’ll figure out where to begin together.

  • What does working with you look like?

    We’ll start by getting to know each other and, if we’re a fit, build a financial plan around your priorities with clear next steps. As your life changes, we’ll revisit your plan and adjust together.

  • How will we know if we’re a good fit?

    Our first conversation is a chance to share what you’re looking for, ask questions, and get a feel for how I work. We’ll explore whether my approach and experience match the support you need.

Ready to chat with Jaclyn?

Let’s start a conversation

Ready to chat with Jaclyn?

Let’s start a conversation

Ready to chat with Jaclyn?

Let’s start a conversation