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


This Office

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