Jaccard Financial Service, located in La Jolla, CA, is a trusted firm led by Christopher Jaccard, a highly qualified Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). With over 25 years of experience, Jaccard Financial Service offers comprehensive wealth management services to successful individuals and families, working closely with their clients' CPAs, attorneys, and insurance brokers to navigate the complexities of tax laws, investment markets, and financial products, ultimately helping clients achieve better outcomes.
By taking a comprehensive approach and cutting through the clutter and noise of information overload, Jaccard Financial Service allows clients to focus on what truly matters to them, providing excellent service and personalized solutions. With a small team of experienced and well-connected professionals, Jaccard Financial Service is dedicated to helping clients manage their wealth effectively and efficiently.
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