Chris 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. Mr. Jackson is the author of Mind Your Own Business: How Small Business Owners & Corporate Executives Can Take Charge of Their Money and How Your Financial Advisor is Failing You. 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. Mr. Jackson 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 Mr. Jackson is not working as a financial planner and educator he 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 working with elected officials and start-ups to boost financial literacy.
At Lionshare, we are committed to having an positive impact in our Southern California community. Throughout the year, Lionshare and its team also support various charities and causes with our time and financial resources. Learn more about the Heroes and Zeroes Initiative. (Links to Community Involvement).
It takes considerable knowledge just to realize the extent of your own ignorance.