Houston, Texas 77024
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With a robust career spanning multiple facets of the financial industry, Jaqlyn Lullo brings a wealth of knowledge to her role as a Financial Planning Associate at FCA Corp.
With a strong background in Client Services and Tax Accounting, she possesses a unique blend of skills that makes her an integral part of our team. Jaqlyn works closely with our advisors to provide comprehensive financial planning services to our clients that align with their short-term and long-term goals. She assists our team in a variety of areas such as Retirement Planning, Tax Planning / Strategies, Accounting and Estate Planning.
Prior to joining FCA, Jaqlyn was the Client Services Manager at NettWorth Financial Group for nearly six years, demonstrating her unwavering dedication to client satisfaction. Before that, Jaqlyn was a Tax Accountant for a boutique CPA firm where her clients were mostly small business owners and self-employed. She prepared Individual, Partnership, Corporate and Texas Franchise Tax Returns for over 100 clients, while also helping them with their various payroll and bookkeeping needs.
Education, Licenses & Certifications
• Louisiana State University, Bachelor’s Degree in Accounting
Outside of her financial expertise, Jaqlyn loves spending time with her daughter Natalie and her friends, fitness and traveling.