Jackie Klauberg
Certified Financial Planner
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Areas of Expertise
Goal Alignment
Asset Allocation
Retirement Planning
Estate Planning
Tuition Planning
Qualifications & Experience
- CERTIFIED FINANCIAL PLANNER® Professional & Chartered Retirement Planning Counselor (CRPC®)
- BA in East Asian Studies, Duke University (Cum Laude)
- 8 years with Morgan Stanley Wealth Management/Private Wealth Management
- Series 7, Series 66
New York, NY
Media
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Words to Live By
Never let the fear of striking out keep you from playing the game.
Babe Ruth
Client Experience Professionals
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Team Members
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About
Jackie enjoys developing strategies with her clients to make the most of their finances, empowering them to achieve their dreams and leave a lasting impact.
Jackie is a Chartered Retirement Planning Counselor (CRPC®) who began her career in wealth management at Morgan Stanley, where she advised high-net-worth individuals on their financial plans. Jackie graduated cum laude from Duke University with an East Asian Studies major (focus in Chinese). Jackie is fluent in Mandarin and represented Duke in the 2011 NCAA Tournament as a varsity lacrosse player.
Based in New York with her husband and two sons, Jackie enjoys long-distance running, golf, and cheering for the Duke Blue Devils.