Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ Email and Phone Number
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ work email
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Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ personal email
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ phone numbers
My career commitment continues to be very simple after 45 years in the financial services business. Each and every day, I stay steadfastly focused on using my extensive experience, expertise, education, and relationships to help attorneys, lobbyists, and other advisors across the country plan for, protect, and enjoy their definition of financial independence. My fundamental approach is to apply what I do, what I know, and who I know in a manner that helps those I endeavor to serve simplify their financial lives, save time and money, and improve their outcomes by executing wealth building, tax mitigation, and risk management strategies that facilitate the achievement of financial independence, the reduction of lifetime tax liabilities, and fosters the preservation of generational wealth. The focus of my personal life is on pursuing my definition of Ikigai and helping others find theirs in loving memory of my daughter who couldn’t find hers. What's Your Plan for Financial Independence? www.mystrategyteam.com Specialties: Creating Tax-Free Income for Retirees, Qualified and Non-Qualified Retirement Plan Solutions, Investment Advisory and ERISA Fiduciary Services, Personal Financial Planning and Risk Management, Tax-Advantaged Wealth and Legacy Management. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Independent Financial Partners (Ifp)
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Chief Business Development OfficerIndependent Financial Partners (Ifp) Jan 2019 - PresentTampa, Fl, UsResponsible for the development, delivery and growth of an integrated multidisciplinary business model across the entire IFP enterprise and distribution channels. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser.
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Divisional President Of Ifp Plan AdvisorsIndependent Financial Partners (Ifp) Jun 2018 - PresentTampa, Fl, Us
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Certified Private Wealth Advisor®Advanced Strategies Group, Llc Apr 2017 - PresentSecurities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP) member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Advanced Strategies Group, LLC are not affiliated. -
Managing Partner - Advisory ServicesCorporate And Endowment Solutions, Inc. Jul 2014 - Apr 2017My focus is on expanding and deepening the value proposition of CES across the country by enhancing its existing industry leading expertise in non-qualified benefits and retirement accumulation plans for corporate executives, small business owners and professionals by providing investment advisory and ERISA fiduciary services for qualified plan sponsors and financial planning and wealth management services for high net worth individuals and families.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California,LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Corporate & Endowment Solutions, Inc. is not owned or operated by AXA Advisors or its affiliates.
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PartnerSchneider Downs Oct 2000 - Jul 2014Pittsburgh, Pa, UsCo-responsibility for developing and managing our Retirement Plan Solutions division focusing on employer sponsored retirement plans but also extending to products and services applicable to individuals and their planning efforts. -
Area ManagerAmerican General Securities Incorporated Jul 1979 - Sep 2000 -
Registered Representative/OsjFranklin Financial Services Corporation/American General Securities Inc. 1980 - 2000
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ Skills
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ Education Details
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University Of Chicago Booth School Of BusinessImca® Certified Private Wealth Advisor® Education Program -
The Ohio State University Fisher College Of BusinessFinancial Planning
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The Defiance CollegeBusiness Administration And Business Education
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Celina Senior High School
Frequently Asked Questions about Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™
What company does Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ work for?
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ works for Independent Financial Partners (Ifp)
What is Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™'s role at the current company?
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™'s current role is A Certified Private Wealth Advisor focused on helping successful lawyers and lobbyists protect their income and assets from creditors, predators, professional pretenders, and confiscators with taxing authority..
What is Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™'s email address?
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™'s email address is je****@****ers.com
What is Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™'s direct phone number?
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What schools did Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ attend?
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ attended University Of Chicago Booth School Of Business, The Ohio State University Fisher College Of Business, The Defiance College, Celina Senior High School.
What skills is Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ known for?
Jeffery Acheson, Cpwa® Cfp® Cpfa™ Aif®, Cepa® Nqpa™ Capp™ has skills like Wealth Management, Investment Advisory Services, Tax Deferred Investment Planning, Tax Efficient Investing Strategies, Retirement Planning Services, Executive Benefits Planning, Estate Planning Strategies, Business Succession Planning, Financial Planning Iar, 401 Distribution Planning.
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