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Jacqueline Z
CFP®, Series 66
Newport Beach, CA
Independent Advisor Alliance, LLC
Jacqueline Zweig is a CFP® professional with 17 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. Her prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Zweig is also a partner at Zweig & Associates CPAs LLP, providing tax and planning services, and serves as Treasurer on the Board of Directors for the Financial Planning Association of Orange County. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes multiple portfolio management strategies alongside technology platforms for asset aggregation and estate planning.
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