Jacques' Story
Early in my career as I was climbing the “corporate ladder,” I yearned for a meaningful purpose. At the same time, I was moved by the death of my grandfather. In him, I saw a great family provider but not a financially independent man.
The Great Depression and a lack of trust in his fellow man kept Gramps from decoding the mysteries of money. I dreamed of turning him from a saver into an investor. I believed that Gramps could have made smarter decisions with his money if only he had the knowledge and guidance he needed. And while knowledge may be power, guidance is what puts it to work for you.
From this epiphany, I dedicated myself to empowering people through financial planning. I acquired my CERTIFIED FINANCIAL PLANNER® certification from UC Berkeley in 1999, and along with my team of financial professionals, I have been helping members of the Bay Area and beyond pursue their life goals for more than twenty-five years.
It would be an honor and a pleasure to help you plan towards your objectives at each stage of your life.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
Jacques Bolivar, CFP®
Founder
Jacques Bolivar, CFP® Professional Team Member, is the founder of Pharaoh Financial Group, Inc., a Registered Investment Advisory firm. As a CERTIFIED FINANCIAL PLANNER® professional, Jacques believes that your values and your money should be closely aligned, working together toward achieving your goals. He works with professionals and small business owners seeking an approach to financial management that begins with education and emphasizes partnership along the path seeking to achieve life's important goals.
A career financial services professional, Jacques brings extensive corporate experience as an Auditor, Accountant, Financial Analyst and Controller with companies including Xerox and Clorox. He has focused on personal financial services since 1997, and holds licenses for life and disability insurance (CA Insurance Lic# 0C04506). He holds his Series 7, 63, and 65 through LPL Financial. Jacques obtained his Certified Financial Planner® certification from the UC Berkeley Extension program in 1999.
He is a 1994 graduate of Santa Clara University with a degree in Finance.
Jacques believes his clients appreciate his educational style and easy demeanor which enables him to communicate complex financial concepts in easy-to-understand terms. This has also made him a sought after speaker and educator among local organizations and associations, including:
- "Investing and Financial Planning for Retirement," UC Berkeley Retirement Center
- Financial Literacy Class, Albany Community Center
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Andie Etchison
Executive Assistant
Andie joined our team in 2021 as an Executive Assistant. Her role is to assist Jacques in calendar management and client service.
Nichole L. King
Financial Planning Assistant