Jacky L Petit-Homme

Managing Director & Wealth Advisor @Liberty One Wealth Advisors

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2021 — Present

Managing Director & Wealth Advisor @Liberty One Wealth Advisors

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Philadelphia, PA, US

EDUCATION

2005 — 2008

University of Florida

Bachelor's Degree

ABOUT JACKY L PETIT-HOMME

I work with business owners who’ve built something meaningful but don’t have a clear picture of how their business fits into their overall financial life.Most owners think exit planning is a future problem. In reality, it’s something you do every day. The decisions you make around structure, people, cash flow, and risk either increase or destroy value long before an exit is on the table.After leaving a large wirehouse and becoming a business owner myself, I learned that being great at your craft is only part of the equation. Owning a business requires a different muscle entirely. I help owners address the messy middle, align personal and business goals, and turn their company into something valuable, transferable, and optional.If you want clarity around where your business is actually taking you and how to increase its value along the way, that’s where I come in.

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Jacky L Petit-Homme — Managing Director & Wealth Advisor at Liberty One Wealth Advisors in Philadelphia, PA, US | Unifers