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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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