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portrait of Jacqueline Shohdy
FINANCIAL ADVISOR

Jacqueline Shohdy

CEPA®
26440 La Alameda Suite 380, Mission Viejo, CA 92691opens in a new window
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About Jacqueline

"A journey of a thousand miles begins with a single step."

Through partnership and planning, I help my clients work hard and in return, play hard. In other words, save for retirement during your best working years and then enjoy doing all the things that you love during retirement years.

I partner with you throughout your life to help keep you on track and navigate through changes and challenges which impact you and the ones you love. In addition, we welcome the opportunity to work with your CPA, attorney and other professionals to deliver a comprehensive strategy that leverages everyone's expertise....

Work History

  • Edward JonesSeptember 2019 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Helwan UniversityBachelor of Arts

Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Walking

Team Members

  • Deanne Duplissey
    Sr. Branch Office Administrator
  • Diana Moore
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(949) 860-1717

Fax

(844) 784-7311

Office Address

26440 La Alameda Suite 380
Mission Viejo, CA 92691opens in a new window

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