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

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 to learn more about us and the services we can provide you.

NAPFA Start Date

July 18, 2000


This Office

7825 Fay Ave Ste 210 La Jolla, CA 92037 Phone: (858) 459-8289 Fax: (858) 459-8258