Jackie Lewis, CFP®, MBA
Helping clients build wealth with equity compensation
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Serving Clients Nationwide
Helping clients build wealth with equity compensation
Areas of Focus
- Compensation Planning
- Employee Stock Options
- Equity Compensation Options
- Family and Money
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Jackie Lewis, CFP®, MBA
Hi, I'm Jackie Lewis. My mission is to work with my clients to put together a holistic financial plan that provides them with a clear path to their goals. This can include putting you on a path to financial independence (or retirement), finding ways to reduce your taxes or just guiding you on money matters. Being proactive and bringing ideas to the table is important to me as well as having a fun and interactive experience as we put a plan into place that is flexible and purposeful.Before I co-founded Wealth With Options, I spent 20 years in banking working with some of the bank's wealthiest clients. My goal is to use that expertise to bring guidance and clarity to folks who are still building their wealth and are looking for help in navigating the journey.
I'm married with three incredible kids (young adults) who keep me on my toes. In my free time, I enjoy traveling (domestic, international, you name it!), hiking (just completed a hike up Hualalai volcano) and anything to do with animals ( I have a dog and several cats) and donate as much as possible to the Humane Society.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
11622 El Camino Real, Suite 100, San Diego, CA 92130
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free call. We'll discuss your challenges, goals, and our methods to see if we're a fit. We will give you honest feedback on your financial options. I look forward to speaking with you.Offers Investment Management
Yes
About Wealth With Options
I work with my business partner, Ryan Goldenhar, to provide you with a team experience. We started this journey in 2006 as two separate advisors at a large private bank, teaching people about the importance of good money habits. After a few years, we realized we could provide a better environment for them in the independent space.We joined forces in 2019 and our humble beginnings led us to specialize in working with incredibly busy, smart people who believe in professional advice and delegation.
Our clients tend to work in tech and receive equity compensation and they want help in navigating the complexity of this financial area with our help.
At Wealth With Options, we are a team oriented firm.
When you work with us, you gain access to an entire team, not just one person. We operate by a fiduciary standard which requires us to provide investment advice in our clients’ best interests and to provide a duty of undivided loyalty and utmost good faith.
Investment advisory services are offered through Mariner Platform Solutions ("MPS"), an SEC registered investment adviser. Wealth With Options is a separate business entity used for marketing purposes. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest.
Education
San Diego State University, Master of Business Administration (MBA), Finance, General | University of Hawaii at Manoa, Bachelor of Business Administration (BBA), Business Administration and Management, General
Hobbies and Interests
- Animals
- Family
- Hiking
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Technology Professionals
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Jackie and Ryan are outstanding people to work with; committed, knowledgeable and of the highest character.
Jackie is great!
Knowledgeable, Concise and always Friendly
Five Stars
Best ever!
Outstanding and Much More than a Financial Advisor….
Enriching journey
Amazing Advisors
Trusted advisors that feel like family
Unique investment advisors that go "the extra mile" to reach family goals. A joy to work with too.
Exceptional Financial Guidance with a Personal Touch
Fabulous advisor
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