Jacki S. IMBREY, CFP®,ChFC,CLU,RICP®,

Jacki S. IMBREY, CFP®,ChFC,CLU,RICP®,

CERTIFIED FINANICAL PLANNERTM professional ; Retirement Income Certified Professional ®
Retirement Planning Specialist

Phone: 865 588-9333
E-mail:
 

My goal is to help people make smart money decisions. This includes appropriate insurance purchases, as well as appropriate investments to help them achieve their financial goals.  In an effort to always keep abreast of the latest planning techniques and changes in tax laws*, I maintain memberships in the following organizations: The Certified Financial Planner Board of Standards, the Financial Planning Association, the National Association of Insurance and Financial Advisors, the Knoxville Association of Insurance and Financial Advisors,the East Tennessee Chapter of the Financial Planning Association and the Knoxville Estate Planning Council. I have been in practice in the financial services and insurance business since 1977.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Waypoint Financial Partners, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

CFP® ,CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®  are certification marks owned by the CERTIFIED FINANCIAL PLANNER BOARD of Standards, Inc. These marks are awarded to individuals who successfully complete the Boards initial and ongoing certification requirements.

CA Insurance License #:OH41623

 

 Link to AXA-Equitable.com

Arkansas Insurance License #: 480604


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Waypoint Financial Partners ( formerly Imbrey & Associates is not owned or operated by AXA Advisors, LLC or its affiliates.