Chris Jaccard, CFP®, CFA is a wealth advisor with over 13 years experience providing customized financial strategies to individuals and families.
Chris took a personal interest in finance at a young age, and he discovered how important a professional with broad knowledge and expertise could be in coordinating a family’s financial strategy. A long-time San Diegan, he didn’t have far to go — SDSU is home to one of the finest programs that prepare students for the CFP exam.
After obtaining the CFP® designation and working for several years, Chris noticed that investment products were becoming increasingly complex. He enrolled in the CFA program, a rigorous multiyear curriculum covering a broad array of investing matters. Earning the CFA® charter has helped him in guiding investment policy and managing client accounts.
Chris joined Financial Alternatives, Inc. in 2002, and now helps to oversee both the financial planning and investment management divisions of the firm. He enjoys a variety of outdoor sports, world travel, as well as simply enjoying local treasures like Balboa Park and our beaches with his wife, children, family and friends.
