C.J. Jackson, CLU, ChFC

C.J. started his career with HL Financial Resources in San Diego, CA, in 1991 as a Financial Consultant. In 1993 he moved to MetLife, which allowed him the opportunity to offer a wide array of Investment and Insurance products and Financial services to satisfy his clients' needs. On July 1, 2016, MetLife Premier Client Group was purchased by Massachusetts Mutual Life Insurance Company (MassMutual). With a similar philosophy of providing clients with Financial Planning, Insurance Protection and Investment Products, this transition provided C.J. with the ability to continue to facilitate his clients needs for the services and products they need to help meet their financial goals. With over twenty years of experience in the financial services industry, C.J. has proven himself as a professional who cares about the best interests of his clients and has developed his practice to provide written, objective, comprehensive financial plans through a collaborative effort between client and advisor.

He has been a featured seminar speaker on Retirement Planning, Investment Planning and Estate Planning/Planned Giving for San Diego County residents and San Diego based companies.

As a Financial Planner and Investment Adviser Representative with Sovran Advisors LLC, and a Registered Representative with Cetera Advisor Networks LLC., C.J.'s areas of concentration include:

• Comprehensive Financial Planning
• Retirement Planning
• Insurance Protection Planning (Long-Term Care, Disability Income, Life & Health Insurance)
• Investment Planning
• Tax Planning Strategies
• Estate Planning & Conservation Strategies
• Philanthropic Gift Strategies
• Wealth Management Products
• Large Portfolio Investment Analysis
• Business Continuation Planning (Buy-Sell Agreement Funding)
• Executive Succession Strategies
• Group Benefits

C.J. holds the designation of Certified Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) received from The American College, Bryn Mawr, PA. He received his Bachelor's degree in Political Science from the University of San Diego, San Diego, CA. He is also a member of the San Diego chapter of the Financial Planning Association (FPA), the Society of Financial Services Professionals (SFSP) and a member of the National Association of Insurance and Financial Advisors (NAIFA), from which he received the National Quality Award (1996).

“My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.” This web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. C.J. will work with you to help you determine what's important to you in your life. Together, you'll create a road map to take you where you want to be. Most importantly, C.J. hopes you see the value of working with a skilled professional to pursue your financial goals.

_{Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.}