Jeffrey Hackett, CIMA®, CEPA

Board Member at Prokids- The First Tee of San Diego
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • CEPA Certified Exit Planning Advisor
    Exit Planning Institute
    Oct, 2018
    - Sep, 2024
  • CIMA® Certified Investment Management Analyst
    (IMCA) Investment Management Consultants Asscociation
    Apr, 2008
    - Sep, 2024
  • CFM - Certified Financial Manager
    The School of Advanced Financial Management
    Dec, 1997
    - Sep, 2024
  • **Registered States** AZ, CA, CO, FL, HI, MA, NV, NY, OR, PA, TX, VT, WY
    FINRA
  • UBS Financial Services Inc. Important Notices
    UBS

Experience

  • Prokids- The First Tee of San Diego
    • Board Member
      • Jan 2014 - Present

      The Pro Kids mission is to challenge underserved youth to excel in life by promoting character development, life-skills, and values through education and the game of golf. The Pro Kids mission is to challenge underserved youth to excel in life by promoting character development, life-skills, and values through education and the game of golf.

  • Chrysalis Wealth Partners - UBS Financial Services, Inc.
    • Senior Vice President - Wealth Management, USA Wealth Advisor
      • Nov 2008 - Present

Education

  • The Wharton School, University of Pennsylvania
    Certified Investment Management Analyst (CIMA)
    2003 - 2004
  • California State University-Northridge
    B.A.
    1990 - 1994

Community

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