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Richard W. Jackman, CFP®, MSFS

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Richard W. Jackman, CFP®, MSFS

(714) 704-4828, Ext. 102
richard@barthattorneys.com

Professional Experience

Richard Jackman oversees the firm’s investment and securities research department.

He is a professional advisor at BarthCalderon LLP. The firm was founded to extend estate planning and business consulting services to individuals, corporations, and institutions throughout the United States. He designs and implements sophisticated financial strategies for individuals and corporations seeking authoritative financial information and guidance. Richard views his role as a trusted and long-term advocate in helping his clients achieve their financial goals.

Certifications/Specialties

  • Board Certified in Estate Planning™
  • Certified Annuity Specialist®
  • CERTIFIED FINANCIAL PLANNER™ PRACTITIONER®
  • Certified Fund Specialist®
  • Certified Tax Specialist™
  • Chartered Retirement Plans Specialist®
  • Master of Science in Financial Services