Chris Jackson (CFP®, EA, MBA)

Chris Jackson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Hourly
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial & Tax Planning, Estate & Asset Protection Planning, Investment Management, Insurance Analysis, Retirement Planning & Distribuion Strategies, Employee Benefits Analyst, Planned Giving, Debt & Cashflow Management, College Planning and Real Estate Analysis

Additional Information

Chris has become an established financial expert and a go-to resource for personal finance topics. He has been quoted in various financial media outlets and has spoken on personal finance strategies at TD Ameritrade, Charles Schwab, Scottrade, & JPL Nasa. Chris graduated from the University of California in Los Angeles (UCLA), studied Investment Theory & Financial Accounting at Harvard University, and is wrapping up his MBA in Financial Planning at Cal Lutheran.

- Chris will be expanding his influence in the financial industry with his tax planning firm, Shorebreak Tax Solution & his workplace wellness program, CashFit.

- Finally, Chris has written several articles, e-books, and his first print book “The JD Advisor's Personal FInance Guide” along with his podcast "Cooking up Wealth".

On a personal note, Chris also is dedicated to his Heroes and Zeroes Initiative that provides pro-bono financial planning to the military & public safety workers and their widows, providing education and support to emancipated foster youth & single mothers. Chris is passionate about working with elected officials and startups to boost financial literacy.

NAPFA Start Date

March 16, 2018

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This Office

103 Bob Estes CV Round Rock, TX 78664 Phone: (323) 219-0633