CJ
Chris Jaccard
Financial Advisor / Coo at Financial Alternatives,
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Work Experience
Financial Advisor / Coo
2002 - Present · 22 years and 11 months
Financial Advisor / President
1999 - 2002 · 3 years
K.A. Taylor & Associates, Inc.
Assistant / Paraplanner
1998 - 1999 · 1 years
Company Details
We are a Fee-Only advisory firm that provides Wealth Management Services to successful families and professionals. This website provides general information about us and our service approach - with access to additional information - and is not intended to offer investment or financial planning advice. The publication of our web site on the Internet should not be construed as our solicitation to effect securities transactions, or the offering of personalized advice over the Internet. For more disclosures please refer here: https://www.financialalternatives.com/disclosure
Year Founded
1991
Social Media
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Industry
Investment Management
HQ Location
7825 Fay Avenue, Suite 210 La Jolla, CA 92037, US
Keywords
ExecutivesRetireesFamilies of Inherited Wealth.investmentsfinancial planningwealth management
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