Jacqueline L. Villa began her career at Phoenix Financial Group, Ltd. (PFG) in 2000 as a receptionist. She has worked her way up through the ranks and is now an Investment Advisor Representative. She holds FINRA series 7 & 66 with NEXT Financial Group, Inc. (NEXT) as well as health, life and variable life/variable annuity licenses with the State of Arizona. Her affiliation with NEXT gives her access to an abundance of financial education & research tools to assist clients in attaining their goals and dreams.

 

One of her goals is to provide the best client service possible. She desires that your experience at PFG be a satisfying one. One of her areas of responsibility is that she is instrumental in establishing a private website for each client that allows them to aggregate all their financial holdings in one secure online presence.

 

She believes it is imperative to any successful portfolio, for financial advisors to be very clear about which investment products are best suited to each individuals needs. This is accomplished by conducting in-depth first appointment interviews to give both the advisor and the client a thorough understanding of each other.

 

Teamwork is a very important piece of the overall portfolio planning process at PFG. Their combined team represents over 60 years of experience assisting clients in meeting their insurance & financial needs and includes four Investment Advisor Representatives one of which is a CERTIFIED FINANCIAL PLANNER™ Practitioner. 

 

Jacqueline & her husband Jaime have one son, Elijah and one daughter, Athena. Jaime is in the Marines and he splits his time between Glendale & Twenty Nine Palms, CA. They also have one very large dog, an American Bulldog that answers (occasionally) to Lilo.

 

CFP, CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.