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Our financial advice team


Jacqueline Blau

Jacqueline Blau

CFP®

Private Wealth Advisor

Skyeburst Wealth Management
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 49 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Family Finances
  • Tax Planning Strategies

Interests

  • Spending time with family
  • Playing tennis and golf
  • Watching football (Go Pats!)
  • Trying new recipes
  • Traveling! Favorite spots... Italy, Paris, Scottsdale, and DISNEY!

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2018-2020
  • Five Star Wealth Manager, 2017-2018

Qualifications

  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident & Health license
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • BBA Finance, The George Washington University, 2011

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Ozzie's Kids, helping upwards of 1,000 children over the holidays
  • Rosie's Place, an all women's shelter in Boston, MA
  • Catie's Closet, clothes for high school aged children