Jackie Remar, CFP® (formerly Kendall)
Associate Financial Planner
With prior experience in a variety of administrative roles, Jackie brings strong organizational and data-management skills to her position as Associate Financial Planner. Jackie assists Meritas financial advisors in the preparation of Financial Plans, and recently currently completed her financial planning coursework and passed the CFP® examination.
Prior to joining Meritas in 2013, Jackie worked for a loan servicing company on the East Coast. She has developed a keen ability to adapt to changing environments while maintaining the initiative to learn new skills. In addition, Jackie has a multi-cultural perspective and cross-cultural communication experience developed while teaching English in Spain for a year.
Jackie graduated from California Polytechnic State University, San Luis Obispo with a degree in Business Administration with a concentration in Finance and a minor in Spanish. Jackie grew up in Marin County and enjoys traveling, hiking, concerts and spending time with family and friends.