Jayne M. Byrne, CFP®
I entered the financial industry in 1980 just as the concept of “financial planning” was taking hold. The idea of getting to know clients’ on a deeper level and developing personal, long-term relationships rather than assist them with one time financial transactions was really appealing to me.
I continue to be passionate about the financial planning process, and believe deeply in the value of developing a personalized financial plan for each client. Organizing and helping to maintain clients’ financial data utilizing our state-of-the-art financial planning software, is key to staying focused and on target to help pursue their goals. During the initial planning phase, I help clients see the strengths and weaknesses of their current program, identify areas that could be streamlined, and determine where we can reduce redundancies and achieve costs savings. Through a series of face-to-face discussions, I help clients’ identify their financial and life goals which can help them make better investment decisions. Staying in touch is essential to providing the best possible advice to each client so we meet frequently to update financial data, discuss any changes in their lives or financial goals.
I take pride in being available to answer clients’ questions and provide information in an easy to understand format. Helping clients’ better understand their financial program is essential to their success.”
Jayne began her financial planning career in 1980 as a founding member of Wayne Warner & Associates, Registered Investment Advisor. Jayne earned her professional designation as a CERTIFIED FINANCIAL PLANNER (CFP®) from the College for Financial Planning, her Bachelor’s degree in Finance from California State Polytechnic University and her Associate in Arts degree from Riverside City College.
Jayne maintains FINRA security registrations -Series 7, 24 and 66 through LPL Financial and is an LPL Registered Principal and Investment Advisor. She is insurance licensed through the State of California, and Arizona.
Jayne is a member of the San Diego Chapter of the Financial Planning Association and Financial Services Institute. She has been a guest speaker and contributing writer for various organizations, and volunteers her time to many civic, charitable and educational organizations.
Getting to Know Jayne:
As a family, my husband John, son, Ryan and I enjoy sporting events, concerts, theater and international travel. We love to be outdoors fishing, biking, horseback riding and hiking. Long suffering Chicago Cubs fans, we can now say “Yes, it finally happened!” and proudly wave the W at our front door!
Favorite quote: “Go confidently in the direction of your dreams. Live the life you have imagined” Thoreau
Favorite food: Mexican (I’m a Southern California girl after all!)
Best piece of financial advice Jayne has received: “Pay yourself first”
Favorite movie or TV show: The Office
What motivates Jayne: Travel. I really enjoy learning about and connecting with other cultures
Favorite holiday: Christmas
Something on her bucket list: Establish a program to help children with financial and life skills before they age-out of the foster system
If Jayne could meet anyone, past or present, it would be: Mother Theresa
Hidden talent/skills: I can’t say I’m “talented” per se but I love to dance! I have been fortunate to perform in a Super Bowl half-time show and at a sporting event in Japan.
Biggest accomplishment: Raising a well-rounded, respectful, and inquisitive son who is filled with a true love for life!