Jackson Elizondo
Wealth Manager at Confluence Financial Partners
- Role
- Wealth Manager at Confluence Financial Partners
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Jackson Elizondo
As a Wealth Manager with the Kimmich Team at Confluence Financial Partners, I am passionate about making a positive impact in our community. We are dedicated to helping clients define, pursue and ultimately reach their goals by building relationships that last a lifetime. Please feel free to reach out with any questions you may have.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Experience
Wealth Manager
Jul 2019 — Present · Pittsburgh, PA, US
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
Education
Boston University
Bachelor of Science - BS, Mechanical Engineering
2011 — 2015
Dublin City University
Engineering credit hours for semester curriculum, Mechanical Engineering, Mechanical Engineering
2012 — 2012
Boston University
Certificate in Financial Planning
2018 — 2019
University of Dayton
Master of Science - MS, Aerospace, Aeronautical and Astronautical Engineering
2016 — 2017
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