BIO : CHRISTOPHER JACCARD

Chris Jaccard, CFP® is a Certified Financial Planner™ Practitioner with over ten years experience providing Fee-Only financial and investment planning services to families and business owners. He is a member of the National Association of Personal Financial Advisors (NAFPA), the Financial Planning Association (FPA), and the Chartered Financial Analyst Society of San Diego. He is also a level II candidate for the Chartered Financial Analyst (CFA) designation. Chris holds a Bachelor of Science in Finance and a Certificate in Personal Financial Planning from San Diego State University.

Chris took an early interest in personal finance and investments. After getting involved in the family business, taxes, and investments, he noticed that a great deal of work was necessary in areas where neither their investment broker, CPA, nor insurance agent proved helpful. It was at this point that he decided to pursue a career in financial planning.

During his undergraduate studies, Chris found that professional Fee-Only financial planners were often sole proprietors and very scarce. Nevertheless, he was fortunate enough to find a position with K.A. Taylor & Associates, Inc. It turned out to be an excellent match and inspiration. The firm's principal, Kathryn Taylor, has worked as a Fee-Only advisor since the mid 1980's. She mentored Chris and showed him how a professional advisory practice could be run.

Chris found a career choice where there was room for creativity, technical analysis, and a personal touch while providing a much-needed service. Upon graduation from San Diego State University he decided to register his own independent financial advisory practice and obtain the CFP® Certificate to serve clients in the San Diego area.

Later Chris learned about an opportunity to work with Jim Freeman, a colleague of Kathryn's. After becoming acquainted and working on several projects together, it became clear to Chris and Jim that they worked very well together and a joint effort made much more sense than running two independent practices.

Chris now helps to oversee both the financial planning and investment management divisions of Financial Alternatives, Inc. He has a natural talent for creating effective internal company systems and processes to help insure that all work is carried out in an organized and timely fashion. Our clients agree that we are lucky to have such an intelligent, talented and dedicated financial advisor as Chris on our team.

Chris is happy to live and work in sunny San Diego. He has been active in community service groups' organizing and participating in volunteer efforts around the county and in Mexico. Having lived here for most of his life, he enjoys various outdoor activities including rock climbing, hiking, and camping as well as spending time with his wife Shelley, and his family and friends.

Financial Alternatives, Inc.

7734 Herschel Ave, Suite L

La Jolla, CA 92037

(858)459-8289

(858)459-8258 fax