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CFA Institute Member Profile

Christopher E. Jaccard, CFA

LA JOLLA, CA, USA
Awarded the CFA charter on 21 August 2009
  • Postal Code
    92037 4270
  • Contact Information
    www.financialalternatives.com
  • Societies
    CFA Society San Diego
  • Professional Profile
    Current Employer: Financial Alternatives, Inc Job Title: Financial Advisor Job Function: Portfolio Manager
  • Financial Adviser Profile
    Scope of Advisement: Estate Planning · Financial Planning · Investment Management · Retirement Planning · Risk Management · Tax Management Minimum Account Size: 1000000 Dollar Company Assets Under Management: < 250 million

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