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Portia J
CFP®, Series 66
Menifee, CA
Facet
Portia Jackson is a CFP® and holds a Series 66 license, with three years of industry experience. She joined Facet in 2023 and previously worked at PricewaterhouseCoopers and Jackson Ventures Inc. for a combined nine years. Facet serves individual members across a broad range of wealth levels by offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic planning approach called Total Financial Life Resources (TFLR) and emphasizes technology-driven, discretionary investment management primarily using ETFs.
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