Wealth With Intention
Allow Me to (Re)Introduce Myself
My name is Jackie Lou Raquidan, and I have the privilege of serving as the Chief Growth Officer at 5T Wealth.
Launching this first newsletter during Filipino American History Month feels especially meaningful. It’s a month that celebrates resilience, heritage, and community — values that have shaped me since childhood.
My Lolo (grandfather, in Tagalog) always said: “Never look down unless you’re helping someone up.” His wisdom has been my compass in both life and leadership.
As a Filipino-American woman in wealth management, I see wealth not just as numbers on a page, but as a force for stewardship, innovation, and legacy building. That guiding principle carried me through my MBA at Pepperdine Graziadio Business School, where I focused on Digital Innovation and Information Systems, as well as a certificate on Socially, Environmentally, and Ethically Responsible (SEER) Business Strategy. It continues to guide me in blending growth with purpose — creating impact with intention.
What You Can Expect Here
This space will be part professional, part personal — a lens into how finance connects with life, leadership, and legacy.
You’ll find:
- A woman’s perspective on wealth and financial empowerment
- Insights on purpose-driven leadership
- Stories that connect finance to family and culture
Because wealth is never just about numbers — it’s a tool for living fully, giving meaningfully, and shaping the future.
What We’re Building at 5T Wealth
Since stepping into this role, we've created spaces where women's voices and leadership are amplified, and where wealth is redefined as both personal and collective strength. A few initiatives I'm especially excited about:
- Women Changemaker Roundtable – Napa Valley: Our inaugural gathering brought together 14 extraordinary leaders across industries to exchange insights and opportunities. The energy was contagious — so much so that we’re bringing the same experience to Southern California in November 2025.
- Women in Health and Wealth Series (coming soon): This series empowers women by bridging the connection between physical well-being and financial well-being, a holistic approach to growth and vitality.
Looking Ahead
We’ll keep elevating conversations around women in leadership, socially responsible investing, and the human side of wealth.
Filipino American History Month reminds us that resilience and progress go hand in hand. That same spirit drives the work we’re building at 5T Wealth.
I look forward to sharing stories, sparking conversations, and walking this journey with you.
With gratitude,
Jackie Lou D. Raquidan
Chief Growth Officer
5T Wealth, LLC
Main (707) 224-1340
Cell (707) 337-3581
JackieLou@5twealth.com
Disclosure and Disclaimer - Updated last on October 14, 2025:
Wealth With Intention is a proprietary newsletter written for clients, friends, and affiliates of 5T WEALTH, LLC (5T), which is an SEC registered investment advisor. Information presented is for educational purposes only. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. 5T has reasonable belief that this letter does not include any false or material misleading statements or omissions of facts regarding services or investments. 5T has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.
The opinions expressed are those of the author and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author. They may differ from the views or opinions expressed by other areas of 5T and are only for general informational purposes as of the date indicated.
5T has presented information in a fair and balanced manner. 5T is not giving tax, legal, or accounting advice.
Past performance should not be considered an indicator of potential future performance. If you do not consider yourself suitable, either emotionally or financially, to experience volatility and/or losses in financial markets, you should not invest. The portfolio managers at 5T do not guarantee investment results.
Charts, displays and graphs may be used as illustrations. They are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and can’t be used on their own to make investment decisions.
Wealth with Intention does not represent the opinions of Fidelity, Fidelity Institutional Brokerage Group, NFS or anyone employed by Fidelity in any capacity. Neither Fidelity, Fidelity Institutional Brokerage Group, nor NFS, nor anyone employed by Fidelity in any capacity has participated in the creation of Wealth With Intention and they are not responsible for the contents or distribution of Wealth With Intention.
Wealth With Intention does not represent the opinions of Charles Schwab Corporation, Schwab Advisor Services or anyone employed by Schwab in any capacity. Neither Charles Schwab Corporation nor Schwab Advisor Services, nor anyone employed by Schwab in any capacity has participated in the creation of Wealth With Intention and they are not responsible for the contents or distribution of Wealth With Intention.
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