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Jacqueline Lares

Wealth Architects, LLC

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About Jacqueline Lares

Jacqueline Lares is a financial advisor at Wealth Architects, LLC. Jacqueline has been in the financial services industry for over 4 years. Jacqueline is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 66 licenses. Jacqueline specializes in providing financial planning and investment management services for high-net-worth individuals, charitable organizations and individuals other than high-net-worth. Jacqueline has a strong commitment to her clients and works hard to understand their financial goals and objectives. Jacqueline's goal is to help clients achieve their financial goals.

Firm Information

Jacqueline Lares is currently registered with Wealth Architects, LLC. Wealth Architects, LLC is a registered investment advisor based in Mountain View, CA. The firm provides investment consulting and financial planning services to individuals, high-net-worth individuals, and charitable organizations. They manage a total of $1,778,292,712 in regulatory assets under management.
Wealth Architects, LLC

800 WEST EL CAMINO REAL

MOUNTAIN VIEW, CA 94040

$1.78B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacqueline Lares’s Registration & Firm History

CA

11/15/2019 - Present

Wealth Architects, LLC (MOUNTAIN VIEW CA)

CA

01/26/2016 - 10/29/2019

CHARLES SCHWAB & CO., INC. (San Ramon CA)

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Licenses & Designations

BOTH

Issued 09/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacqueline Lares.
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