Christopher Jaccard (CFA, CFP®)
Christopher Jaccard focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Alternative or Private Investments
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We specialize in providing you objective, integrated, Fee-Only financial planning and investment management services. We coordinate and work with your other advisors such as your CPA, estate planner or insurance agent when necessary to accomplish this goal.
We become the advisor that knows and understands not only your goals and dreams but also your entire financial picture. Our planning process integrates all areas of your financial life into a well-designed, flexible life plan, which results in tremendous peace of mind.
Additional Information
Our financial planning team works together to apply our individual strengths to your particular needs and objectives. Please visit our website at www.financialalternatives.com to learn more about us and the services we can provide you.
NAPFA Start Date
July 18, 2000