Director of Financial Planning, Senior Financial Advisor
Jacqui S. Friedrich is a financial planning and investment management professional with over 25 years of industry experience. She is a graduate of the University of North Carolina Asheville with a degree in Accounting. She is also a Certified Financial Planner®.
Before joining Altavista Wealth Management, Jacqui spent her entire career here in Asheville working with three local firms providing financial planning and investment management services. She is experienced in working with high net worth individuals as they plan for and enter retirement.
“We believe there is no substitute for time spent with clients.”
At Altavista Wealth Management, Jacqui is a lead relationship manager for approximately 50 clients. She is the Director of Financial Planning for the firm leading the efforts to fulfill clients’ financial planning needs. She is a member of the Investment Committee and actively involved in the research of mutual funds and sub-advisor relationships.
Jacqui was the co-founder of the Financial Planning Association of Western North Carolina. She also served at the National level of Financial Planning Association as a Chapter Leadership Resource Council member liaison for five states in the southeast. She has served locally on many non-profit boards including OnTrack Financial Education & Counseling, Leadership Asheville Forum, Steering Committee for Women for Women and many local animal welfare organizations. She is a member of the Professional Advisory Board of the Community Foundation of WNC and on the board of the YWCA serving as Treasurer.
In her spare time, Jacqui enjoys riding her horse and spending time with friends and family.