Jaclyn Swavely

Jaclyn Swavely

CERTIFIED FINANCIAL PLANNERâ„¢

Jackie began her career more than 20 years ago in the financial services industry. She works directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life.

Prior to joining Tupler Financial, Jackie served as a wealth manager at a Pennsylvania advisory firm, where she was involved in portfolio construction, financial plan creation and execution, investment management, and investment research.

Jackie is a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, which is a commitment to rigorous ethical standards, ongoing training, and an obligation to make recommendations that are in the best interests of clients.

Jackie likes to volunteer, enjoys going to concerts and sporting events, watching movies and spending time with friends and family.

 

Education and Credentials:

King’s College with a bachelor’s degree in business administration

CERTIFED FINANCIAL PLANNER™ certification, which, along with the continuing education requirements, provides a modern approach to financial planning.