Jaclyn Ellerbee
FIC, RICP®
Guiding your financial plan so you can enjoy the journey.
State(s) Licensed: AZ, CA Insurance Lic. #0M30610, FL, MN, TX
11601 Blocker Dr Suite 210
Auburn, CA 95603
Guiding your financial plan so you can enjoy the journey.
State(s) Licensed: AZ, CA Insurance Lic. #0M30610, FL, MN, TX
Welcome!
Whether you are just starting your financial journey, making plans for your family, adjusting to a major life event, or preparing for retirement, it's important to have financial guidance. We lead busy lives which makes it difficult to create an actionable plan. With just a little bit of time together, and a desire to accomplish your goals, we can build a plan that leaves you more confident in your future. I will listen to what is important to you and help you make decisions on what is best for you and your family.
We can meet in the manner you are most comfortable - phone, zoom or in person.
I meet clients throughout the Sacramento area including Auburn, Roseville, Sacramento and Elk Grove. Schedule an Appointment today!
Live in the present, learn from the past, prepare for the future.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Auburn Office
- Phone:
- 916-461-8130