

Richard Jackman
Chief Investment Officer
Secura Financial Planning & Wealth Management
United States, California, Orange
About Me
Mr. Jackman supervises the operations with the financial planning and wealth management firm, Barth Financial Advisors, LLC, a registered investment advisor. He has held various positions with the firm since 1995. His CFP designation was earned in 1998. Further, the Masters of Science in Financial Services degree was acheived in 2009. He has counseled clients from around the nation of various professional backgrounds such as CEO's, key executives, franchisees, trade members, physicians & dentists, and educators in all principles of financial planning.
Profile Information
Chief Investment Officer
Secura Financial Planning & Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Orange
California
United States
May 15, 2024
More profiles to browse
Thomas Sleva
Co-Founder & Partner
Jason Stone
Managing Director, CFP / CPWA Secura Financial Planning and Wealth Management
EH
Edwin Hilden
Financial Advisor, Certified Financial Planner™ Practitioner, and Accredited Asset Management Specialist
Saul Palencia
Financial Consultant
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
RD
Russ Degitz
Principal
Huntington University