Jackie Lewis, CFP®, MBA

Holistic wealth management for clients who have over $2 million of net worth.

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Wealth with Options Jackie Lewis, CFP®, MBA
San Diego, CA

Serving Clients Nationwide

Holistic wealth management for clients who have over $2 million of net worth.

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 Me

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, buying a new home or finding ways to reduce your tax burden.

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 over 19 years at two large Private Banks working with some of the bank's wealthiest clients. My goal is to use that experience 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


Primary Location

11622 El Camino Real, 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


About our Firm

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.

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.


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

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.