Broker Check
Jacki S. Imbrey, CFP®, ChFC®

Jacki S. Imbrey, CFP®, ChFC®


If I had to pinpoint one driving force in my career it would be the desire to help people help themselves by making good financial decisions. One might argue that financial planning is not as noble a career as being a doctor or nurse, but I think it’s a very important aspect of most people’s lives. I find the work I do to be immensely rewarding and worthwhile in many ways, having developed many true friendships with clients along the way.

It’s not as rare as it once was to be a woman in a primarily male dominated field, but in some ways I think it has made me a better person and advisor. I could not have succeeded without being analytical, but I believe my best attributes are the ability to listen and be empathetic, while still motivating people to make sometimes difficult, but correct choices as their "financial coach". I’m able to see the big picture and break that down into manageable tasks for myself and my clients. I think it’s important to be able to communicate a sense of enthusiasm to clients, while also being very realistic in a world of dollars and cents.

From the day I entered this business, I felt strongly that knowledge was critical to becoming a top notch advisor. I’ve made a commitment throughout my career to stay abreast of the latest products, theories and concepts in financial planning by availing myself to some of the best training available in our industry. I’ve completed several rigorous programs and attained numerous designations such as, becoming a CERTIFIED FINANCIAL PLANNER™ professional, earning a Certificate in Financial Planning from the Wharton School of Business at the University of PA, and more recently earning the Retirement Income Certified Professional® designation.

Those who know me know that I love life, and I love what I do! I believe a person who has peace with their financial situation can enjoy life more. I strive to make the process of managing your finances pleasant while fostering a sense of satisfaction in that while you are working hard for your money, your money is working hard for you.

FINRA Series 1, 7, 63, 65 Registrations

CA Insurance License #0H41623

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Waypoint Financial Partners, LLC is not an investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

For more information about Equitable Advisors, LLC you may visit to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.