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Waypoint Financial Partners,LLC

About Waypoint Financial Partners, LLC

Waypoint Financial Partners, formerly Imbrey & Associates, is a financial planning firm with a focus on retirement accumulation and income distribution. Originating over 30 years ago, we embrace clients with varying needs in every stage of life. But with the enormous number of Baby Boomers approaching and entering into retirement, we find ourselves focusing more and more on those issues most critical to retirement planning.
We fully recognize that your goals and dreams are unique to you. Our commitment to every client is to provide you with an exceptional level of service, individual attention, and objective guidance, regardless of your net worth or stage of life.
While holding steadfast to the proven principles of financial planning, investing and risk management, we offer quality financial products with a long term perspective. In all instances, we promise to operate with the highest ethical standards, keeping your best interest in mind.
Ultimately, our desire is to provide such a high level of dependable, professional service that you will be compelled to introduce us to your friends, relatives, and business associates.
For a Complimentary Planning Consultation, contact Jacki Imbrey,CFP® ,RICP®, David Jeffries,CFP®,RICP® or John Roberts, MBA and we'll contact you promptly to schedule a convenient time for you to come see us.

California Insurance License #: 0H41623

Arkansas Insurance License #: AR480604

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The RICP^® (Retirement Income Certified Professional^®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP^® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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 Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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Check the background of this financial professional on FINRA's BrokerCheck