Stefan Jackson, CFP®, is a fiduciary financial planner and the founder of Jackson Wealth Management, an independent fee-only firm based in Castle Rock, Colorado. Stefan partners with high-net-worth individuals and families to provide strategic advice on wealth growth, preservation, and transfer. With a strong background in financial planning, portfolio management, and tax-aware investment strategies, Stefan has held various roles, including Vice President at Personal Capital and Independent Financial Advisor at Lincoln Financial Group. Stefan is currently affiliated with Farther as a Senior Vice President and Wealth Advisor while continuing to serve clients at Jackson Wealth Management.
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