Jack Kaewpalug has earned the CERTIFIED FINANCIAL PLANNER(TM) Practitioner certification and has been affiliated with Sagemark Consulting for over 23 years. Jack has built a loyal clientele of successful business owners, executives, affluent families and retirees. His client-base has been built largely through referrals from satisfied clients and financial professionals.
Outstanding service and a commitment to excellence is a trademark of Jack and his team. Jack use’s a unique purpose driven process, to understand his client’s personal and family objectives. A process to identify and develop creative financial planning strategies in the areas of personal growth, asset management, wealth protection and estate transfer. Jack values openness and honesty. He displays those qualities with his clients; giving them the professional recommendations and technical assistance needed to help them towards achieving their goals.
Jack has a bachelor’s degree with an emphasis in finance. Jack has continued his career related education and has earned the certification of CERTIFIED FINANCIAL PLANNER(TM) Practitioner.
Personal interests are golf, tennis and volunteering to support local charitable organizations. Jack and his wife Tammy live in South Orange County.