Jacqueline  Zweig,  CFP<sup>&reg;</sup> - Financial Advisor

Jacqueline Zweig, CFP®

CPA

Owner

Jacqueline S Zweig, Inc.

4299 MacArthur Bvd, Ste 211
Newport Beach, CA 92660
(949) 553-1040 ex220

General

Jacqueline Zweig is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jacqueline S Zweig, Inc. in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources