Broker Check
Jacki S. Imbrey, CFP®, ChFC, CLU, RICP® TM

Jacki S. Imbrey, CFP®, ChFC, CLU, RICP® TM

CERTIFIED FINANCIAL PLANNER™ professional ; Retirement Income Certified Professional ®

If I had to pinpoint one driving force in my career it would be the desire to help people help themselves by making good financial decisions. One might argue that financial planning is not as noble a career as being a doctor or nurse, but I think it’s a very important aspect of most people’s lives. I find the work I do to be immensely rewarding and worthwhile in many ways, having developed many true friendships with clients along the way.

It’s not as rare as it once was to be a woman in a primarily male dominated field, but in some ways I think it has made me a better person and advisor.  I couldn’t do this job without being analytical, but I believe my best attributes are the ability to listen and be empathetic while still motivating people to make sometimes difficult, but correct choices as their "financial coach". I’m able to see the big picture and break that down into manageable tasks for myself and my clients. I think it’s important to be able to communicate a sense of enthusiasm to clients, while also being very realistic in a world of dollars and sense.

From the day I entered this business, I felt strongly that knowledge was critical to becoming a top notch advisor.  I’ve made a commitment throughout my career to stay abreast of the latest products, theories and concepts in financial planning by availing myself to some of the best training available in our industry.  I’ve completed several rigorous programs and attained numerous designations, becoming a CERTIFIED FINANCIAL PLANNER™ professionalearning a Certificate in Financial Planning from the Wharton School of Business at the University of Pennsylvania, and more recently earning the Retirement Income Certified Professional® designation, to name just a few. 

Those who know me, know that I love life and I love what I do!  I believe a person who has peace with their financial situation can enjoy life more.  So I strive to make the process of managing your finances pleasant while fostering a sense of satisfaction, that while you are working hard for your money, your money is working hard for you. 

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.

CFP® and CERTIFIED FINANCIAL PLANNER™ 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.

California Insurance License #: 0H4162

Arkansas Insurance License #: 480604

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