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Chris Jaccard

Chris Jaccard
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ABOUT
I’m pleased to have spent my entire professional career with independent financial advisory firms where our interests are aligned with those of our clients. Since 1998, I have helped clients with a range of matters, from personal budgeting to sophisticated investment and tax planning.

In addition to advising individuals and families as part of our financial planning team at Financial Alternatives, Inc., I oversee trading and operations. I also guide firm-wide investment policy alongside Jim Freeman, CFP®.

Certifications: Chartered Financial Analyst (CFA); CERTIFIED FINANCIAL PLANNER™

Specialties: Integrated Wealth Management; Investment Management; Financial Planning; Asset Protection; Life, ...More
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Bonds, Commodities, ETFs, Foreign stocks, Forex, Mutual funds, Options, Retirement savings, Stocks - long, Stocks - short
COMPANY
Financial Alternatives, Inc. Since 1991, we’ve had a singular focus on providing integrated wealth management to successful individuals and families. Our service: Combines financial planning and investment management, Coordinates the efforts of other key professionals, and Uses a client centered approach. Specialties: Executives, ...More
Blog
FA | News & Insights Company blog with contributions from our advisory team. A variety of investment, financial, life, tax and estate planning topics are covered.
BOOK
Currently, there are no book details for Chris Jaccard.