As a paraplanner, Jacqueline Munoz supports our wealth advisors in serving clients. She prepares financial statements, monitors accounts, manages and maintains data, and serves as a liaison between clients and advisors in preparation for meetings. She’s passionate about helping clients during times of pivotal financial decisions, making financial procedures as efficient as possible for them and in their best interests.
Jacqueline holds a Bachelor of Business Administration from Washburn University, and is certified as a Financial Paraplanner Qualified Professional™. She brings over 26 years of experience in the financial services industry to her work at Clayton Wealth Partners. She finds her support role to advisors gratifying, as she can focus on the paperwork and other needs that free up advisors and better enable them to collaborate with clients in accomplishing their goals.
A resident of Topeka, and proud soccer mom, Jacquie enjoys photography, graphic design, writing, but most values spending time with her family.
Education and Designations
Bachelor of Business Administration, Washburn University
Financial Paraplanner Qualified Professional™ (FPQP™), College for Financial Planning