Jaime Zapata

Client Services Manager & Sales Associate

jzapata@protectedinvestors.com

Jaime joined Protected Investors of America as a Client Service Associate in 2015. She has quickly settled into the position working closely with both new and existing clients to service accounts, implement investment plans and support Denise in all areas of her advisory practice. Jaime works diligently to ensure the team achieves the highest level of care with every client relationship and experience. 

With more than fifteen years’ experience working in the financial services industry, Jaime plays a primary support role for the firm, maintaining the highest level of efficiency and professionalism to ensure that Denise provides exceptional financial planning and investment advice for her clients. 

Prior to joining the team with Protected Investors, Jaime spent several years working with another Bay Area investment and planning firm in a similar capacity. She prides herself on having a good work ethic and outstanding client service relationships. Jaime is bilingual speaking both Spanish and English. She has been active for many years assisting the Hispanic community in the Bay Area as well as in South America. She is an advocate for the under privileged and underserved in our community and abroad.

Jaime received her bachelor’s degree in Management from the University of San Francisco. She is married and has two sons and lives in Danville. When she is not in the office, she likes spending time with her family and friends. She also loves to cook, read, and travel.