
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
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