Focus: Insurance Strategies, Investment Strategies, Business Owners, Financial Education, College Funding Strategies, Business Succession Planning
As a financial professional and an active member of the community (Oxnard Chamber of Commerce,) Jack is a dedicated to helping individuals and businesses build their financial futures. Jack is currently a Financial Advisor where he proactively and personally helps individuals, families and business owners plan for their financial futures. Jack does this by taking a snap shot of where they are today, where they would like to be in the future and helps them create a path to their financial goals.
Jack is a recipient of MassMutual Leaders Conference Award. Jack’s Academic achievements include; a Bachelor of Arts degree from California State University Northridge. His educational, experience, and professional affiliations have fostered his practical approach to offering financial services and advice to clients. Maintaining a strong sense of community and a solid professional foundation are very important to Jack.
Jack has been married to his wife Cecily who is an award-winning artist for 16 years. Jack and Cecily have been living in Port Hueneme with their 3 cats and 1 dog. They have four grandchildren (twin boys) age 13, and two girls age 9 and a New-born. For fun, they enjoy going to movies, hiking and sporting events. Their favorite charities are the American Cancer Society and Disable Veterans.
California State University Northridge (2000-2004)
Movies, Plays, Sporting Events, Hiking
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Oxnard Chamber of Commerce
Check the background of this investment professional on FINRA’s BrokerCheck
2751 Park View Ct Suite 271
Oxnard, CA 93036