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Jacqueline Noveck, CFP®, CLU, ChFC, CAS, CEP

Jacqueline Noveck, CFP®, CLU, ChFC, CAS, CEP

Jackie graduated from the University of Hartford’s Barney School of Business with a bachelor’s degree in Insurance and Management and entered financial services in 1983. She concentrates on helping clients with retirement planning, income distribution, estate planning, and long-term care solutions.

Through ongoing education, Jackie has earned five professional designations:

Certified Financial Planner™ (CFP®) professional, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Annuity Specialist (CAS), and Certified Estate Planner (CEP).

Earning those designations required advanced coursework in taxes, retirement planning, estate planning, investments, risk management and other financial planning issues. Keeping them demands adhering to a strict code of ethics and maintaining a vigorous program of continuing education.

Jackie's Credentials