Jacky L Petit-Homme, Cfp® Email and Phone Number
Jacky L Petit-Homme, Cfp® personal email
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As a founding partner of Liberty One Wealth Advisors, Jacky is responsible for designing and implementing financial plans for clients. He has dynamic experience in retirement strategies and planning for liquidity events. He prides himself on the strong relationships he builds with his clients and is passionate about delivering excellent service. Prior to co-founding Liberty One Wealth Advisors, Jacky was a wealth advisor at Merrill Lynch for 6 years. Jacky has helped his clients work toward their financial goals since 2012. Jacky is a first generation born to Haitian immigrants in South Florida. He relocated to Philadelphia in 2014, and instantly fell in love with the city. Jacky is an advocate for mentoring and community involvement. He is a Big Brother with Big Brothers Big Sisters and sits as Co-Chair on its Philadelphia Regional Advisory Board.In his free time, Jacky enjoys cooking, exercising, and spending time with friends and family. In 2023, Jacky was named University of Florida's 40 Gators Under 40.In 2022, Jacky was named 2022 Financial Advisor of the Year by RIA Intel.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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Wealth AdvisorLiberty One Wealth Sep 2021 - PresentPhiladelphia, Pennsylvania, Us -
Financial AdvisorMerrill Lynch Wealth Management Aug 2015 - Sep 2021New York, Ny, Us -
Brokerage AssociateWells Fargo Advisors Dec 2014 - Aug 2015St. Louis, Missouri, Us -
Licensed AgentIcan Benefit Group Dec 2013 - Dec 2014Boca Raton, Fl, Us -
Division LeaderPfs Investments Oct 2012 - Dec 2014Duluth, Ga, Us
Jacky L Petit-Homme, Cfp® Skills
Jacky L Petit-Homme, Cfp® Education Details
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University Of FloridaBachelor'S Degree
Frequently Asked Questions about Jacky L Petit-Homme, Cfp®
What company does Jacky L Petit-Homme, Cfp® work for?
Jacky L Petit-Homme, Cfp® works for Liberty One Wealth
What is Jacky L Petit-Homme, Cfp®'s role at the current company?
Jacky L Petit-Homme, Cfp®'s current role is Founding Partner & Wealth Advisor at Liberty One Wealth.
What is Jacky L Petit-Homme, Cfp®'s email address?
Jacky L Petit-Homme, Cfp®'s email address is jp****@****ail.com
What schools did Jacky L Petit-Homme, Cfp® attend?
Jacky L Petit-Homme, Cfp® attended University Of Florida.
What are some of Jacky L Petit-Homme, Cfp®'s interests?
Jacky L Petit-Homme, Cfp® has interest in Racquetball, Cycling, Martial Arts, Exercising, Film.
What skills is Jacky L Petit-Homme, Cfp® known for?
Jacky L Petit-Homme, Cfp® has skills like Life Insurance, Leadership, Financial Services, Fixed Annuities, Variable Annuities, Indexed Annuities, Series 6, Mutual Funds, Investments, Retirement, College Savings Plans, Iras.
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