Jaclyn B.
Experienced & Professional Financial Planner
- Role
- Financial Planner at Houston Police Officers\' Pension System
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jaclyn B.
With 15+ years of experience as a financial services professional, I am passionate about helping people achieve their financial goals and secure their future. As a financial planner at Houston Police Officers\' Pension System (HPOPS), I work with active and retired officers to provide financial planning services to them and their spouses as they prepare for, and move through, their retirement.
Experience
Financial Planner
Houston Police Officers\' Pension System
Jan 2024 — Present · Houston, TX, US
Education
University of Houston
Bachelor of Science - BS, Human Nutrition and Foods
2001 — 2004
Skills
- Retirement Planning
- Fixed Annuities
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Investments
- Iras
- Asset Allocation
- Investment Advisory
- Insurance
- Portfolio Management
- Employee Benefits
- Life Insurance
- Financial Planning
- Long Term Care Insurance Planning
- Wealth Management Services
- Estate Planning
- Tax Planning
- Charitable Giving
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