Jeff Ackler,
CERTIFIED FINANCIAL PLANNER™
and SmartVestor Pro
(407) 584-1414
As an investment consultant and CERTIFIED FINANCIAL PLANNER™ professional with over 31+ years of investment industry experience I hold myself to a fiduciary standard, with only your best interest in mind. I am committed to helping people just like you invest their assets and create strategies that match their long term goals. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to potentially reap those rewards. I enjoy helping people build a stable financial foundation for the future.
I strongly recommend you schedule a short call with me to learn more! Simply call or text us at (407) 584-1414, or use the calendar tool below to find the perfect time to talk! I would enjoy the opportunity to speak with you.
Who is Dave Ramsey?
Dave Ramsey is a personal money-management expert, radio personality, and author of four New York Times best-selling books. For more than 25 years, Dave has been helping people take control of their money. Today, The Ramsey Show, formerly known as The Dave Ramsey Show, reaches more than 18 million listeners every week on the Ramsey Network radio show and podcast.
We are strong believers in Dave Ramsey's methods and advocate living a debt-free lifestyle. As a SmartVestor Pro, Jeff Ackler is available to help you with your retirement, college savings and other investments and help you develop financial goals that work for you and are in line with the Ramsey process.
Why work with a SmartVestor Pro?
To become a SmartVestor Pro, Jeff Ackler, CFP®, has committed to a set of standards that are meant to help you quickly get on the same page and take control of your finances in a way that works for you.
I Agree to the SmartVestor Code of Conduct
I believe everyone deserves access to customized, professional investing guidance.
I Provide a Refreshing Twist on Financial Planning
I have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can value. We'll work together to create a plan to help you work towards your goals.
I Care About Your Future
I'm more than a "financial or investment advisor" - I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.