Wealth Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Jacqueline D. Adler, Cfp®, Cdfa® Email & Phone Number
Wealth Advisor
at
Gates Pass Advisors
1 work email found
@tiaa.org
3 phones found area 718 and 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Laguna Beach, California, United States
Who is Jacqueline D. Adler, Cfp®, Cdfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacqueline D. Adler, Cfp®, Cdfa® is listed as Wealth Advisor at Gates Pass Advisors, based in Laguna Beach, California, United States. AeroLeads shows a work email signal at tiaa.org, phone signal with area code 718, 212, and a matched LinkedIn profile for Jacqueline D. Adler, Cfp®, Cdfa®.
Jacqueline D. Adler, Cfp®, Cdfa® previously worked as Consultant at Spinnaker Investment Group, Llc and Director of Wealth Planning at Spinnaker Investment Group, Llc. Jacqueline D. Adler, Cfp®, Cdfa® holds Bs, Marketing from University Of Arizona - Eller College Of Management.
Company email context
Email format at Gates Pass Advisors
This section adds company-level context without repeating Jacqueline D. Adler, Cfp®, Cdfa®'s masked contact details.
*@tiaa.org
68% confidence
AeroLeads found 1 current-domain work email signal for Jacqueline D. Adler, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Jacqueline D. Adler, Cfp®, Cdfa®
Jacqueline D. Adler, Cfp®, Cdfa® is a Wealth Advisor at Gates Pass Advisors. She possess expertise in series 7, retirement, 401k, mutual funds, investments and 21 more skills.
Listed skills include Series 7, Retirement, 401K, Mutual Funds, and 22 others.
Current workplace
Jacqueline D. Adler, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles
Jacqueline D. Adler, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Consultant
Apr 2024 - Jul 2024
Director Of Wealth Planning
Oct 2022 - Apr 2024
Founder
Nov 2021 - Jul 2024
Wealth Advisor
May 2021 - Dec 2021
Financial Consultant
Jan 2020 - Apr 2021
Wealth Management Advisor
Oct 2015 - Dec 2019
Assistant Vice President
Marsh & Mclennan Companies, Inc.
Apr 2014 - Oct 2015
Director Of Sales/Retirement Plan Consultant
Apr 2012 - Sep 2013
Corporate Retirement Plan Sales
Jan 2011 - Apr 2012
2 education records
Jacqueline D. Adler, Cfp®, Cdfa® education
Bs, Marketing
University Of Arizona - Eller College Of Management
Education record
Finra Series 7 & 66, Life & Health Licensed
FAQ
Frequently asked questions about Jacqueline D. Adler, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Jacqueline D. Adler, Cfp®, Cdfa® work for?
Jacqueline D. Adler, Cfp®, Cdfa® works for Gates Pass Advisors.
What is Jacqueline D. Adler, Cfp®, Cdfa®'s role at Gates Pass Advisors?
Jacqueline D. Adler, Cfp®, Cdfa® is listed as Wealth Advisor at Gates Pass Advisors.
What is Jacqueline D. Adler, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @tiaa.org for Jacqueline D. Adler, Cfp®, Cdfa® at Gates Pass Advisors.
What is Jacqueline D. Adler, Cfp®, Cdfa®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 718, 212 for Jacqueline D. Adler, Cfp®, Cdfa® at Gates Pass Advisors.
Where is Jacqueline D. Adler, Cfp®, Cdfa® based?
Jacqueline D. Adler, Cfp®, Cdfa® is based in Laguna Beach, California, United States while working with Gates Pass Advisors.
What companies has Jacqueline D. Adler, Cfp®, Cdfa® worked for?
Jacqueline D. Adler, Cfp®, Cdfa® has worked for Gates Pass Advisors, Spinnaker Investment Group, Llc, Jda Financial Llc, Mercer Advisors, and Fidelity Investments.
How can I contact Jacqueline D. Adler, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Jacqueline D. Adler, Cfp®, Cdfa® at Gates Pass Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jacqueline D. Adler, Cfp®, Cdfa® attend?
Jacqueline D. Adler, Cfp®, Cdfa® holds Bs, Marketing from University Of Arizona - Eller College Of Management.
What skills is Jacqueline D. Adler, Cfp®, Cdfa® known for?
Jacqueline D. Adler, Cfp®, Cdfa® is listed with skills including Series 7, Retirement, 401K, Mutual Funds, Investments, Retirement Planning, Series 63, and Loans.
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