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Los Angeles, CA

Chris Jackson

CEO / Founder

Biography

Chris Jackson is the founder and the Chief Executive Officer of the fee-only financial planning firm Lionshare Partners, LLC. Chris started in the financial industry in 2005 as a Relationship Manager with First Horizon Bank. Early next year Chris is releasing his first book Mind Your Own Business: How Small Business Owners & Corporate Executives Can Take Charge of Their Money. He is also the host of the “Cooking Up Wealth” podcast and head editor of the Lionshare Partners blog.

He has been speaker on personal finance strategies at TD Ameritrade, Charles Schwab, Scottrade, & JPL Nasa. Chris graduated from the University of California in Los Angeles (UCLA), studied Investment Theory & Financial Accounting at Harvard University, and is wrapping up his MBA in Financial Planning at Cal Lutheran. He is a Certified Financial Planner (CFP) and IRS Enrolled Agent (EA).

When not working as a financial planner and educator, Chris is dedicated to his Heroes and Zeroes Initiative that provides pro-bono financial planning to the men and women who serve in the military and widows of public safety workers and works with elected officials and startups to boost financial literacy.

Skills

  • ONE-HANDED CARTWHEELS
  • UNSOLICITED 80’S MOVIE REFERENCES
  • GENERAL AWKWARDNESS
  • MAKING BREAKFAST BURRITOS

Contact Info