Jackson serves as a Paraplanner with Foundry Financial. He is a senior at California State University, Fullerton, earning BBAs in Accounting and Finance. Jackson is a President’s Scholar and Business Honors student, representing the top 0.1% of students at the largest business college in the West Coast. Jackson has earned his Certificate in Personal Financial Planning, passed the CFP® Board and Series 65 exams, and is actively pursuing CPA licensure.
Jackson is highly engaged in his local financial planning community. Serving as co-founder, president, and now advisor to CSUF’s FPA Student Chapter and liaising with the CFP Board, Jackson’s programs have tripled enrollment in CSUF’s financial planning certificate. 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.
