Jackie McGinnis - Associate Financial Advisor, Ameriprise Financial Services, LLC

Jackie McGinnis is a financial planning and investment practice in Pleasanton, serving families and individuals across the East Bay. We help clients build a clear plan for their goals, from saving and investing to protecting what they have worked hard to build.

Our work centers on investment guidance, tailored to each client's timeline, comfort with risk and long-term priorities. We take the time to understand your full financial picture before recommending any next steps.

Our approach is patient and straightforward, with plain-language explanations at every stage so you always know where things stand.

Learn more about our team and services on our website.