Jacqueline Fish, CFP®
Login to view DISC.Jacqueline 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.
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