Jacques Bolivar, CFP®
Jacques Bolivar 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 is Series 7, 63, and 65 registered as a representative of LPL Financial. Jacques acquired his CERTIFIED FINANCIAL PLANNER™ designation from the UC Berkeley Extension program in 1999.
He is a 1994 graduate of Santa Clara University with a degree in Finance.
Jacques' 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