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Our financial advice team


Jackie Weinstein, Financial Advisor serving the Burbank, CA area - Ameriprise Advisors

Jackie Weinstein

MBA, BFA, CRPC, CDFA®

Financial Advisor

Chartered Retirement Planning Counselor™
The Financial Destinations Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Investment Management
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst

Education

  • MBA, University of San Francisco, CA
  • BBA, BIS, European University - Antwerp, Belgium

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, Year: 2021-2022

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.

Interests

Supporting my 18-year-old son in his university journey

Love to travel and explore new places and cultures

Art, reading, cooking, and photography

A variety of sports and outdoor activities such as pickle ball, scuba diving and skiing

Jackie Weinstein Has Earned The BFA™ Designation

Jackie has long recognized the positive benefits of behavioral finance and emotional competence in helping clients make better decisions with, and about, money in the presence of competing priorities and emotions that are sometimes difficult to deal with.

Jackie has differentiated herself even further by obtaining the Behavioral Financial Advisor™ designation. Through this differentiation, she can continue to deliver value to you by helping you achieve your goals in alignment with your values.

By delivering on the value of behavioral finance and emotional competence, Jackie distinguishes herself by adding holistic value to you by helping you make rational, value-based decisions.

Ameriprise Financial cannot guarantee future financial results.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.