Chris Jaccard, Cfp®, Cfa
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Chris Jaccard, Cfp®, Cfa Email & Phone Number

Financial Advisor and COO at Financial Alternatives, Inc.
Location: San Diego County, California, United States 4 work roles 1 school
2 work emails found @financialalternatives.com 2 phones found area 858 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email c****@financialalternatives.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Financial Advisor and COO
Location
San Diego County, California, United States
Company size

Who is Chris Jaccard, Cfp®, Cfa? Overview

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Quick answer

Chris Jaccard, Cfp®, Cfa is listed as Financial Advisor and COO at Financial Alternatives, Inc., a with 13 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at financialalternatives.com, phone signal with area code 858, and a matched LinkedIn profile for Chris Jaccard, Cfp®, Cfa.

Chris Jaccard, Cfp®, Cfa previously worked as Financial Advisor / COO at Financial Alternatives, Inc. and Financial Advisor / President at Jaccard Financial Services, Inc.. Chris Jaccard, Cfp®, Cfa holds Bs from San Diego State University-California State University.

Company email context

Email format at Financial Alternatives, Inc.

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{first}@financialalternatives.com
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AeroLeads found 2 current-domain work email signals for Chris Jaccard, Cfp®, Cfa. Compare company email patterns before reaching out.

Profile bio

About Chris Jaccard, Cfp®, Cfa

Since 1998, I have helped individuals and families with a range of matters, from personal budgeting to sophisticated investment and tax planning -- allowing them to feel less stressed and spend more time on things they care about.While I enjoy the technical aspects of my profession, it is really gratifying to simplify a complex matter and enable clients to make wise choices. These dual interests have led me to obtain respected qualifications like the CFP® and CFA® designations, and also informally study behavioral economics -- a field that considers the emotional, social, and other subjective effects on decision making.I strongly believe that independent, fiduciary advisors are positioned to provide the best service to successful individuals and families; and I’m proud to be part of the small team of well-connected and trusted professionals at Financial Alternatives, Inc.When I’m not in the office, you’ll often find me and my wife scrambling to keep up with our energetic little kids (and beagle). We enjoy visiting local treasures like Balboa Park and our beaches, and travel whenever we can.

Listed skills include Wealth Management, Investment Strategies, Holistic Financial Planning, Retirement Planning, and 8 others.

Current workplace

Chris Jaccard, Cfp®, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Financial Alternatives, Inc.
Financial Alternatives, Inc.
Financial Advisor and COO
California, United States
Employees
13
AeroLeads page
4 roles

Chris Jaccard, Cfp®, Cfa work experience

A career timeline built from the work history available for this profile.

Assistant / Paraplanner

K.A. Taylor & Associates, Inc.

San Diego, Ca

Apr 1998 - Jul 1999
Team & coworkers

Colleagues at Financial Alternatives, Inc.

Other employees you can reach at financialalternatives.com. View company contacts for 13 employees →

1 education record

Chris Jaccard, Cfp®, Cfa education

FAQ

Frequently asked questions about Chris Jaccard, Cfp®, Cfa

Quick answers generated from the profile data available on this page.

What company does Chris Jaccard, Cfp®, Cfa work for?

Chris Jaccard, Cfp®, Cfa works for Financial Alternatives, Inc..

What is Chris Jaccard, Cfp®, Cfa's role at Financial Alternatives, Inc.?

Chris Jaccard, Cfp®, Cfa is listed as Financial Advisor and COO at Financial Alternatives, Inc..

What is Chris Jaccard, Cfp®, Cfa's email address?

AeroLeads has found 2 work email signals at @financialalternatives.com for Chris Jaccard, Cfp®, Cfa at Financial Alternatives, Inc..

What is Chris Jaccard, Cfp®, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 858 for Chris Jaccard, Cfp®, Cfa at Financial Alternatives, Inc..

Where is Chris Jaccard, Cfp®, Cfa based?

Chris Jaccard, Cfp®, Cfa is based in San Diego County, California, United States while working with Financial Alternatives, Inc..

What companies has Chris Jaccard, Cfp®, Cfa worked for?

Chris Jaccard, Cfp®, Cfa has worked for Financial Alternatives, Inc., Jaccard Financial Services, Inc., and K.A. Taylor & Associates, Inc..

Who are Chris Jaccard, Cfp®, Cfa's colleagues at Financial Alternatives, Inc.?

Chris Jaccard, Cfp®, Cfa's colleagues at Financial Alternatives, Inc. include Damon Robertson, Andrew Hoffarth, Cfp®, Mary Rose Schwartz, Ellen Li, Cfp®, and Jo Ann Dobscha.

How can I contact Chris Jaccard, Cfp®, Cfa?

You can use AeroLeads to view verified contact signals for Chris Jaccard, Cfp®, Cfa at Financial Alternatives, Inc., including work email, phone, and LinkedIn data when available.

What schools did Chris Jaccard, Cfp®, Cfa attend?

Chris Jaccard, Cfp®, Cfa holds Bs from San Diego State University-California State University.

What skills is Chris Jaccard, Cfp®, Cfa known for?

Chris Jaccard, Cfp®, Cfa is listed with skills including Wealth Management, Investment Strategies, Holistic Financial Planning, Retirement Planning, Insurance Policies, Alternative Investments, Personal Tax Planning, and Employee Benefits.

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