"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
Client Relationship Manager
“Live as if you were to die tomorrow. Learn as if you were to live forever.” - Mahatma Gandhi
Jackie Nelson joins HoyleCohen as a Client Relationship Manager with over twenty years of client service, operational and administrative experience. In this role Jackie works primarily with Senior Wealth Advisor Rachel Luken, CFP® to ensure the highest quality level of service and support for our clients. Jackie oversees accounts with meticulous care and stands ready to assist with the many details that arise in the HoyleCohen Advisory relationship.
Prior to joining HoyleCohen, Jackie built her career within the Financial Services industry where she served as a liaison between the client and financial institutions for years. Jackie has also held various compliance and credentialing positions for the health services industry.
Jackie is from Lima, Peru and 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 thirty years and is excited to join the HoyleCohen team.