Jack Waggoner
Certified Financial Professional, CFP®
Over 24 years experience in the Financial Services Industry, Specializing in: vRetirement & Financial Planning vInvestment/Wealth Management vLife/Disability Insurance vEstate Planning vCollege Planning Graduated University of Rochester in Rochester, NY in 1994 vB.A. Economics vMinor in Organizational Psychology Ø Attained CFP®, Certified Financial Planner® on June 4, 2005 Ø Attained “Retirement Planning Specialist” designation from Wharton Business School at University of Pennsylvania on October 6, 2006 Ø Attained RICP®, “Retirement Income Certified Professional” on January 1, 2015 Ø Attained CKA®, Certified Kingdom Advisor® on November 19, 2018 Ø Professional Member of Kingdom Advisors since 2007 Ø Professional Relationship with Crown Financial Ministries since 2007 Mission Statement: “To empower you to make informed decisions with a focus on objective guidance toward meeting your specific and broad financial goals, while striving to maintain the highest levels of integrity, competence, and professionalism, in order to act in the best interest of each client, as a faithful steward of all entrusted with my practice.”