Jackie Onan, AAMS™, CPFA®, NQPC™, PPC®
Director of Wealth Management and Retirement Planning
With 16 years of experience, I help clients sort their emotions, and their thoughts so that they make the healthiest decisions to reach their life dreams!
With over 16 years of experience in financial services, I am a seasoned Wealth Planner and Business Retirement Plan Specialist with Pangea. I hold the AAMS™, CPFA®, NQPC™, and PPC® credentials, along with the Series 7 and Series 66 Licenses, specializing in retirement and 401(k) planning, working with both Individuals and Business Owners. I utilize an established process and a down-to earth demeanor to provide a safe space that eases client's concerns and gives them the voice they need to pursue their dreams and ultimate financial peace.
I pursued an eclectic academic journey, earning degrees in Business, Spanish, and Math from the University of Wisconsin -Stevens Point. My entry into the financial world was swift, propelled by an entrepreneurial spark. Armed with Series 7 and Series 66 Licenses, I embarked on a dynamic career in Financial Services right after college. Launching from scratch with Edward Jones, I garnered recognition for my accomplishments, serving clientele nationwide across Arizona, Wisconsin, and Los Angeles over 14 fruitful years. Later, a pivot to a boutique independent firm enriched my expertise, paving the path to my home with Pangea Financial Group.
Guiding clients through the intricate landscape of financial decisions, ensuring they embark on paths aligned with their life aspirations, I cultivate a nurturing environment where clients feel heard, easing their worries and empowering them to pursue their financial dreams with confidence and tranquility. I help clients sort their emotions and thoughts so that they make the healthiest decisions to pursue their life dreams.
In addition to being a Wealth Planner, I am a Mom to a 4-legged Standard Poodle named Sunny, and I have a passion for Art. I have been studying, playing, dancing, and performing as an artist for over 25 years and, on occasion, I organize, lead, and create performing arts events. I love the balance between the logical organization and methodology of finance and the creative expression and embodiment of art. Both domains enhance my skills and awareness, and allow me to customize each experience to uniquely fit each client and audience.
Whether crafting financial strategies or nurturing creative expression, my focus remains steadfast: fostering deep connections and illuminating the path for others to shine brightly.
Toll Free: 800-681-1591 Ext 705
Direct: 305-549-5597
