Jamie C. French,  CFP<sup>&reg;</sup> - Financial Advisor

Jamie C. French, CFP®

CPA

Managing Partner

Advent Partners

214 Senate Ave, Ste 100
Camp Hill, PA 17011
FINANCIAL ADVISOR'S WEBSITE
(717) 525-9535 CONNECT WITH Jamie
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General

Jamie French is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Advent Partners in Camp Hill, PA and the surrounding communities.

Financial Advisor Overview

https://www.adventpartnersfp.com/

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Financial Advisor Experience

Jamie French began his career as a Certified Public Accountant before moving into the private sector as a Controller for a telecommunications company. He shifted into financial planning in 2006, earned his CERTIFIED FINANCIAL PLANNER™ designation in 2008, and became a Chartered Advisor in Philanthropy in 2020. He completed his Master’s degree in Financial Planning in 2022. Jamie focuses on estate, tax, and charitable planning, and enjoys mentoring the next generation of advisors on the team.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant (CPA)
  • Other - CAP CAP, CKA, MSFP

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Thrivent Investment Management, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources