Speakers

 

Jaclyn Madrid, CFP
Private Wealth Advisor
Ellevest

As a Financial Advisor on Ellevest’s Private Wealth Management team, Jaclyn works closely with clients to develop financial plans and custom portfolios that prioritize their goals and incorporate their values. Her goal is to partner with you and your family—seeking to optimize your financial life so you can enjoy what you love. If you enjoy hiking, you’ll likely bump into Jaclyn on one of the local Ventura County trails on the weekend.