JD
Jessie Dugan
Culture Officer at Financial Life Advisors
View Jessie's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Culture Officer
2020 - Present · 4 years and 11 months
Coo; Vp, Talent And Culture; Vp, Operations; Director Of Operations; Program Manager
2006 - 2020 · 14 years
Research Director
2006 - 2009 · 3 years
Company Details
Growing out of a decades old CPA firm, Financial Life Advisors (FLA) is an independent, Fee-Only Registered Investment Advisory firm. We focus on providing financial planning, investment management, insurance strategies, and tax planning to help families, and business owners, build and preserve wealth. Every area of your financial life overlaps, which is why we consider your goals through a comprehensive wealth management approach, and we let our tax expertise influence many of our recommendations. As a collective group of talented professional advisors, we take a team approach to your financial life, and our Fee-Only commitment avoids the conflicts of interest inherent in selling financial products we may recommend to you.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services, Investment Services
HQ Location
14607 San Pedro Ave #190 San Antonio, Texas(TX) 78232, US
Keywords
Personal Financial PlanningRetirement PlanningRetirement Income SmoothingComplex Roth ConversionsBusiness Consulting & Exit Planning401k Fiduciary Consulting20 Year Tax ProjectionsInvestment AnalysisEstate Plan AnalysisInsurance Consulting
Discover More About Cleveland Clinic

Find verified contacts of Jessie Dugan in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.