Phil Jackson

MBA, CLU, CFP, Life Insurance Specialist, Valmark Financial Group

Phil Jackson is the Director of Insurance Marketing for our partner, Valmark Financial Group. In his role, he provides insurance-focused planning solutions to our clients, including estate analysis and business and retirement planning strategies. He is specialized in both life and long-term care insurance.

Phil’s focus is to help solve problems and find creative solutions that uniquely address our clients’ needs. In addition to his Series 7 and 24 registrations as well as Ohio Life, Health and Variable licenses, he is a Chartered Life Underwriter® (CLU®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Phil holds a BA in Marketing and Business Administration from Indiana Wesleyan University and an MBA from Palm Beach Atlantic University.

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696

Capital Formation Group, Inc.