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Boca Raton Office

1001 W. Yamato Rd

Suite 306
Boca Raton, FL 33431
Phil Jackson, MBA, CFP®,CLU®

Phil Jackson, MBA, CFP®,CLU®

Phil Jackson is the Director of Insurance Planning for our partner, Valmark Financial Group, with a focus on insurance solutions. In his role, he analyzes estate, business and retirement planning strategies specializing in life and long term care insurance. In addition to his FINRA Series 7 and 24 securities registrations, as well as Ohio Life, Health and Variable licenses, Mr. Jackson is a Chartered Life Underwriter® and a CERTIFIED FINANCIAL PLANNER™ professional. He holds a bachelor’s degree in Marketing and Business Administration from Indiana Wesleyan University, an MBA from Palm Beach Atlantic University.

Certified Financial Planner Board of Standards Inc.(CFP Board) owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.