Jacqueline Fish, CFP®
Doer · DISC type sdJacqueline Fish is the Co-Founder and a Private Wealth Advisor at LifeWorth Financial, where she is the primary planner for clients. Repeatedly recognized by Forbes, she holds ChFC® and CLU® designations and focuses on inspiring confidence through comprehensive financial planning.
Originally from Virginia, Jacqueline now lives in Charlotte with her husband, Jason, and their two children. She is an active church member and is passionate about local service, including work with Mission of Hope in Haiti and CommonWealth Charlotte.
Her firms distinctive approach is delivering "financial planning with love, " centered on trust and accountability to help clients achieve their goals.
Read the full overview →How Jacqueline shows up
They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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