Joe Jacques
Joe Jacques, CPA, CFP™, is the Founder and Registered Principal of Jacques Financial, an independent advisory firm. Joe is a highly accomplished certified public accountant and investment advisor with a wealth of experience in the financial industry. Since 1979, he has been successfully helping his clients through a variety of sound financial products and services. He has also been consistently recognized in various leading financial periodicals and publications such as Forbes and Barron’s. In addition to his management responsibilities, Joe maintains memberships in numerous community and financial institutions.
Joe Jacques Professional Experience / Academic History
Professional Experience
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Founder, Operator, and Registered Principal
Academic History
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B.S., Accounting
CURRENT AFFILIATIONS
Member, The American Institute of CPAs
Member, International Association of Registered Financial Consultants
President, Avery Forest Homeowners Association in Rockville
Through Jacques Financial, he provides sound financial products and services such as certificates of deposit, mutual funds, bonds, tax deferred investments, and tax advantaged college savings plans.
He also promotes financial objectives of wealth creations, savings growth, retirement funding, and education needs.
Whether you are preparing for retirement, saving for college, or managing your estate, Jacques Financial's personalized service focuses on you and your family.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2020-2024
Forbes Best-in-State Wealth Advisors, 2020-2024
Barron's Top 1200 Financial Advisors, 2014-2023
Barron's Top 1000 Financial Advisors, 2012-2013
Marquis Who’s Who Top Executives
CERTIFICATIONS & DESIGNATIONS
Personal Financial Specialist
Chartered Financial Consultant
Registered Financial Consultant®
Chartered Life Underwriter