Jacqueline L. Villa

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 Adviser Representative.  She holds FINRA series 7 & 66. Through Cetera Financial Specialists, she has 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.  It is imperative to any successful portfolio, for financial professionals to be very clear about which investment products are appropriate for each individuals needs.  This is accomplished by conducting in-depth first appointment interviews to give both the investment professional 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 three Investment Adviser Representatives one of which is a CERTIFIED FINANCIAL PLANNER™. *

Jacqueline & her husband Jaime have three children, two sons, Elijah & Isaiah and one daughter, Athena.  Jaime is currently on active duty in the Marine Corps.

*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.