Reginald Jackson, CFP®

Reginald Jackson, CFP®

Certified Financial Planner™

Phone: 909-748-0033
Fax: (310) 207-1628
E-mail:


EXPERIENCE:             
Having served over 24 years in the investment advisory industry, I truly believe no two economic boom or bust periods are alike and likely never will be. It is for this reason I approach every client and prospective client on an individual basis with no pre-conceived notions as to their fears, concerns or ambitions.
 
OBJECTIVE:                
As a strategist, I help direct clients by focusing on an individualized written strategy to reach their objectives, and connecting them with additional professionals in investment planning, tax planning and insurance planning.
 
 
EDUCATION:          
California State Polytechnic University at Pomona 1983,
Bachelor of Science in Business Management

ASSOCIATIONS:           
Graduate of College of Financial Planning at Denver, Colorado
Association of Fundraising Professionals, Inland Empire Chapter Former President, Current Board Member
Board Member of Sickle Cell of Inland Counties
 
 
PUBLISHED WORK:    
Black Enterprise Magazine, Investing in Today’s Markets
Inland Empire Business Press, 529 College Savings Plans

 

 


 

California Insurance License # OA38348