Marvin Jackson (CFP®)
Marvin Jackson focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Federal Employees
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
Clarify your values
The process of building your financial future begins with developing a clear understanding of your most important values. These priorities are the foundation of your life goals which lead to the life you envision for yourself and your family. We will work as your partners to align the values and goals which lead to a successful life on your terms.
Strategic Design
We use current academic research and comprehensive financial strategies to craft your personal financial plan of action. The result is a customized financial map based on your life circumstances, guided by current research and expertise, and designed to withstand life’s changes.
Coordinate Resources
When your life goals are clear and a strategy for success has been chosen it is time to incorporate the financial plan with your life. We will guide you in the implementation process and help you establish a foundation for personal long term success. Our commitment to act as fiduciaries in all aspects of the planning process means your best interests govern all client recommendations.
Additional Information
Hi, I am Marvin Jackson, the founder of Abacus Wealth Factors, LLC.
Financial Planning is about using your resources to compose a life which works for you. Serving clients as a trusted financial advisor is the life which works best for me. My professional interests are focused on: investing, accounting, law, psychology, and taxes as they affect individuals’ lives. When I found the exit ramp from the corporate accounting world some years ago there was no doubt about what I wanted to do. Working with people who seek to enhance their lives by coordinating their goals and resources is the best use of my personal skill set and my highest life goal.
My background includes: corporate and public accounting, financial analysis, non-profit business management, and medical radiology. This experience provides a variety of skills which are useful in helping people sort through life’s complex variables as we seek your optimal outcomes. Before becoming a financial planner I was a corporate accountant in international trading for 15 years, worked with a public accounting firm for several years and as a financial analyst with a technology manufacturer. I earned my CFP® designation from the Terry College of Business at University of Georgia and also hold a BA in Finance and Law, with honors, from Portland State University.
When I’m not helping people optimize their financial lives, I enjoy reading, dancing (Argentine Tango), gardening, meditation, bicycling, yoga, walking, tai chi, and sharing the fruits of these activities with others. Community activities include: co-founder and past president of the Paradise Park/Oakhurst Neighborhood Association, Health and Safety Volunteer at the Habersham Street YMCA, and Counselor with the AARP Foundation Tax-Aide program.
NAPFA Start Date
August 27, 2015
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