Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Jacqueline Nelson

Client Service Specialist

Jacqueline Nelson
Jacqueline Nelson

About Jacqueline

Jackie brings over 20 years of client service, operational, and administrative experience to Focus Partners Wealth. She works with wealth advisors and clients to ensure the comprehensive service and support Focus Partners’ clients have come to expect. Jackie oversees complex accounts with a positive disposition, fiery advocacy, and utmost care and stands ready to assist with the many details that arise in the course of an advisory relationship.

Jackie is originally from Lima, Peru, and is a native Spanish speaker. In her spare time, Jackie loves to travel and volunteer in her community. She has lived in San Diego for over 30 years and shares her home with her husband and son.

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