Jacqueline Adler
CFP®, CDFA® | Financial Advisor
Jacqueline Adler
MY WHY
Why I Became a Financial Advisor
From an early age, I was inspired by my parents and the stories they shared about helping their clients. Both of my parents worked full-time in the financial services industry, and growing up, our dinner table was where their day came home with them. Some of their stories were heartwarming; others were tragic but not uncommon, like a spouse who died prematurely with no life or disability insurance in place, leaving the survivor to pick up the pieces. When I entered the industry in 2001, I wanted to make the same kind of impact on people’s lives that my parents had on their clients.
Money decisions are rarely just about the numbers; the way we spend, save, and worry about money is usually shaped by the experiences we absorbed as children. A client who grew up in a household that saved out of fear of running out of money often approaches money very differently than a client who grew up watching their parents spend freely. When I work with couples, those different money perspectives often surface right in our meetings as they realize how differently they each approach financial decisions. Our relationship with money is just as personal and valuable as any other relationship in our lives, and I bring that understanding to every client conversation.
MY FOCUS
Financial Planning for Women in Transition
I focus my practice on women and couples, either approaching or in retirement. The connections I build with women navigating complex life transitions — retirement, widowhood, divorce, career change — have allowed me to build long, meaningful client relationships over many years. I often reflect on this quote attributed to Ruth Bader Ginsburg, “Women belong in all places where decisions are being made. … It shouldn’t be that women are the exception.”
This is especially true in my work with women in transition, for which I have obtained the Certified Divorce Financial Analyst® certification. Outside of my work at Forum, I run Shore Up Divorce, where I serve as a financial advocate for women navigating divorce.
About Jackie
Jacqueline Adler, CFP®, CDFA®, joined Forum Financial Management in 2026 as a Financial Advisor. Before joining Forum, Jackie served as a wealth advisor and financial planner at several national and boutique firms in New York City, Scottsdale, and her current home, Laguna Beach. She brings more than 25 years of experience in the financial services industry to her role at Forum, specializing in holistic financial planning, wealth management, and multigenerational planning.
Jackie enjoys building strong connections and a foundation of trust and openness with her clients, creating a space where they feel safe sharing what matters most. She is particularly passionate about helping women navigate major life transitions, a calling that led Jackie to earn the Certified Divorce Financial Analyst® certification. In this capacity, Jackie serves as a financial advocate throughout divorce proceedings — empowering women to move forward with a sound plan and a clear sense of purpose.
Jackie is a CERTIFIED FINANCIAL PLANNER® professional. She earned a bachelor’s degree in Marketing from the University of Arizona in Tucson. She is also an active member of ProVisors in Orange County, where she engages with a trusted network of senior-level professionals.
An Arizona native, Jackie spent 15 years in Santa Monica and New York City before settling in beautiful Laguna Beach with her goldendoodle, Whiskey. She enjoys beach workouts, tennis, theater, and trying her hand at a new recipe.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
