Jackson serves as a Financial Planning Intern with Foundry Financial. He is a rising senior at California State University, Fullerton’s College of Business and Economics, earning a B.B.A. with dual emphasis in Accounting and Finance. Jackson is a President’s Scholar and member of Business Honors, representing the top 1% of business students at the largest business college on the West Coast. Jackson has earned his Certificate in Personal Financial Planning and is studying to pass the CFP® Board Exam in July while also pursuing CPA licensure.
Jackson is engaged in the financial planning communities at CSUF and throughout Orange County. Serving as Co-Founder and President of CSUF’s FPA Student Chapter and liaising with the CFP Board, Jackson has tripled the number of CSUF financial planning students through outreach, events, and professional development support. He regularly attends industry events and conferences and ranked nationally in the 2025 FPA Financial Planning Challenge as a solo team. Jackson brings to Foundry a strong sense of curiosity and a desire to bring clarity to clients’ financial decisions by supporting the planning process.
In his free time, Jackson loves to spend time with family and friends while traveling, enjoying the California sun, and trying new experiences. He enjoys reading and researching topics spanning business, economics, mathematics, philosophy, psychology, and technology.
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I grew up seeing both sides of money up close - the damage bad decisions can do, and the difference good habits make when someone actually sticks with them. Either way, people needed the same thing: someone in their corner, who'd seen this before. That's what sent me straight into financial planning.
I work with people who already have good habits, and just need someone to help navigate the shift into retirement. I'm a little obsessive about getting details right. The big picture only holds up if the details underneath it do too.
Mostly I'm a call away through life's biggest wins and hardest moments.
