Reginald Jackson

Reginald Jackson

Certified Financial Planner

Phone: 909-748-0033
Fax: 888-494-6363
E-mail:

Reginald Jackson, CFP™

Certified Financial PlanneR™

Phone 909 748-0033

EXPERIENCE:  Having served nearly 20 years in the investment advisory industry,  I truly believe no two economic boom or bust periods are alike and likely never will be. It is for this reason I approach every client and prospective client on an individual basis with no pre-conceived notions as to their fears, concerns or ambitions.
 
OBJECTIVE: As a strategist I help direct clients by focusing on an individualized written strategy to reach their objectives, and connecting them with additional experts in investment planning, tax planning and insurance planning

 
 
EDUCATION/
ASSOCIATIONS
  California State Polytechnic University at Pomona 1983,
 
 Bachelor of Science in Business Management
 
  Graduate of College of Financial Planning at Denver, Colorado
 
 Member of Financial Planning Association
 
 Board Member of Sickle Cell of Inland Counties
 

 
 
PUBLISHED WORK:
  Business Press of Inland Empire, 529 College Savings Plans
 
 Black Enterprise Magazine, Investing in Today’s Markets