Jackie Dohse Cfp®, Ea Email & Phone Number

We get it, life-altering moments happen. Whether it’s a job change, divorce, retirement, health issues, or the loss of a loved one, these are moments that can shake up your world and leave you feeling overwhelmed and unsure of what steps to take. Especially when it comes to reshuffling your financial strategies. Your new reality needs a financial plan that is well thought out, reflecting your current needs and future dreams.We specialize in providing comprehensive support in times like these. We’ve crafted a financial planning process that helps you establish new financial priorities and make well-informed decisions, so you’re ready to embrace the opportunities your future holds.The Legal StuffJackie is a CFP® professional, having fulfilled Certified Financial Planner Board's rigorous requirements. CFP® professionals are held to strict ethical standards and must acquire several years of experience related to delivering financial planning services to clients and must pass the comprehensive CFP® Certification Exam.Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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  St. John Fisher University

  Accounting