David Jackson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modern Horizons Wealth Advisors in Westwood, KS and the surrounding communities.
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
7, 6, 63
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Other - CMFC
Life insurance: Mo, Ks
Fixed annuities: Mo, Ks
Variable annuities: Mo, Ks
Financial Advisor's Specialties
Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances
Planner Search is a financial planning resource for individuals, families, and businesses. Find a caring and credentialed financial advisor serving the Westwood, KS area. Financial planners offer a wide range of services including: tax planning, retirement planning, estate planning, insurance planning, inherited ira, and more.
The Planner Search directory is made Financial Planning Association (FPA) members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity. Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances.