Jeff Ackler, CFP®

Jeff Ackler is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the Financial Services Industry. Jeff began their career in 1992 at Dreyfus Corporation, where they advised clients and assisted with mutual fund investments. In 1995, they joined Charles Schwab & Company, Inc. and worked as a Portfolio Consultant and CERTIFIED FINANCIAL PLANNER™ Professional. During this time, they gained extensive experience working with diverse clients, including CEO's, Small Business Owners, Doctors, Executives, and retirees. Jeff joined Merit Wealth Advisors in 2015 as a CERTIFIED FINANCIAL PLANNER™ Professional and SmartVestor Pro. In 2017, they transitioned to Merit Financial Advisors, where they continue to provide financial planning services. Throughout their career, Jeff has been recognized for their work ethic and caring attitude towards their clients.

Jeff Ackler, CFP®, obtained a Bachelor of Science (BS) degree in Business from the State University of New York at Old Westbury, where they studied from 1988 to 1990. During the same period, they also attended Hofstra University, where they pursued a Bachelor of Science (B.S.) degree in Business & Marketing from 1988 to 1989.

In addition to their formal education, Jeff Ackler has obtained several certifications related to their field. In February 2009, they became a Certified Financial Planner™ Practitioner. Jeff also earned the certification of CERTIFIED FINANCIAL PLANNER™ Professional in March 2009, granted by the CFP Board.