Jacqui Worstell, CFP®
SENIOR FINANCIAL PLANNER
Currently living in: Napa, CA
Hometown: Napa, CA
Jacqui is a CERTIFIED FINANCIAL PLANNER™ who began their career in accounting, preparing tax returns for individuals and small businesses. They're currently studying for the Special Enrollment Examination (SEE) to further strengthen their tax knowledge and better serve clients. Passionate about financial education, Jacqui loves helping people feel confident and informed as they navigate life's money decisions. Their goal is to be a supportive partner at every step, making financial planning approachable and empowering.
Get to know Jacqui:
When I'm not helping clients with their financial plans, I'm usually spending time with my spouse and our two little ones — or fitting in some much-needed self-care. I love skincare, spa days, great food, and listening to an audiobook when I can. Finding balance in everyday life matters to me, and it's the same mindset I bring to helping clients navigate their finances with confidence.
The best piece of financial advice I’ve ever received is…
"Build savings for life's what-ifs."
