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Jack Arnold, CFP®

Personalized financial plans for mid-career, high-income professionals.

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Avid Planning Jack Arnold, CFP®
St. Petersburg, FL

Serving Clients Nationwide

Personalized financial plans for mid-career, high-income professionals.

11 Certified Advisor Reviews™
Rate this Advisor

(727) 228-6840

Website

Areas of Focus

  • Cash Flow
  • Financial Life Planning
  • Investment Management
  • Prioritizing Money
  • Taxes

About Me

Hi, I'm Jack Arnold. I graduated from Florida State University in 2003 with a B.S. in Economics, and have been in the investment/financial advising field since the beginning of my career.

Professionally, I am most passionate about helping people design a financial life that allows them to achieve and do the things that are most important to them. Many times it’s hard for people to even articulate what is most important, or what their values are, and playing a role in helping figure that out is fun too.

Personally, I am most passionate about learning more and getting the most out of my ability, and generally being “less dumb” as time goes on. It will certainly be a life long pursuit, and I don’t know that I will ever squeeze every last bit of what is possible out of myself, or every bit of dumb, but I am committed to trying.

I spend most of my time outside of work with my wife, Jessica. My daughter, Alexandra, is away at college right now. Otherwise, it would be her too. Actually, now that we have been working from home so much I probably spend most of my time with the cat and dog, Remy and Libby. On Saturday mornings, you can usually find me, either at the gym or on a long walk with my wife and then going to St Pete Bagel to undo all the effort that we just put in.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

360 Central Ave, Suite 1410 St. Petersburg, FL 33701

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory "Fit Call" call today. Located in St. Petersburg, we enjoy working with our clients in person but we’re happy to meet with you over the phone or virtually depending on your needs and preference. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

If you are like most people, it's hard to find time in your busy, day-to-day life to sit down with your loved ones to discuss priorities and make decisions about your life and finances.

Most individuals and couples find themselves juggling many different needs and wants and have difficulty identifying their priorities.

AVID Planning uses a unique process that guides individuals and couples in exploring and gaining clarity on many aspects of their lives.

AS OUR CLIENT, YOU:

✔️ Are a long-term thinker who places value in the need for professional guidance and advice.

✔️ Realize that money is not the ultimate goal but is a tool to achieve what is important to you.

✔️ Understand that your financial decisions impact other facets of your life.

THAT’S WHERE WE COME IN

Established in 2013, we utilize a team-based approach to address your needs. Each of us spent plenty of time selling for big named companies and came to realize their focus was not in line with ours. So we came together to build AVID with a passion for people and getting to know them beyond their wealth.

With a variety of perspectives and personalities on your side, you can expect to receive objective recommendations that match your interests. Only you know what’s best for you, which is why we will work together to uncover your goals and work collaboratively to achieve them.

Education

Florida State University, BS, Economics

Badges

Hobbies and Interests

  • Family
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 21, 2024
I could never imagine investing in a financial advisor because I didn't realize what an impact good ones make. My husband and I, both were skeptical at first. However, based on a recommendation from my manager, we decided to give David and Jack from Avid Planning a try. And we're so glad we did! From the get-go, Jack and David have been financial rockstars. In less than a year, they have helped us streamline and simplify our debits and credits. We now have better clarity on our financial goals and long-term plans. Their expertise has guided us to align our different financial goals and meet in the middle, something we struggled with before. Thanks to their advice, we're able to spend on what matters most to us and intentionally save, knowing exactly what we're saving for. Jack and David have been incredibly helpful and patient throughout the entire journey. Their personalized approach and genuine interest in our financial well-being have made a significant difference. For anyone looking for a financial advisor, we wholeheartedly recommend David and Jack from Avid Planning. They’ve transformed our financial outlook and have given us the peace of mind we never thought possible. If you want to feel comfortable and confident about your financial future, David and Jack are the ones to trust.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ishrain Hussain Ish
Ishrain Hussain Ish

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 22, 2024
Jack and David are extraordinary planners. I have been with them for many years and I am in a wonderful place financially because of their expertise. I highly recommend them to everyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Geraldeen Costello
Geraldeen Costello

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
We feel so well cared for by these knowledgeable, professional and truly caring financial planners. They are available, interested in what we have to say and go the extra mile to make sure we feel heard. The personal attention and sound advice make all of the difference to us. I highly recommend AVID Planning.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stefanie Von Ohlen
Stefanie Von Ohlen

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
Super friendly and thorough, thoughtful financial planners. They assisted me and my husband to understand the different ways we view finances and how to establish common goals. And they are just genuinely good people. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for marilyn vengroff
marilyn vengroff

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2023
I have been with AVID for 17 years. David and Jack are absolutely amazing. I have referred friends and coworkers to them and they are impressed as well. I could not be happier with their services, knowledge, continuous updates, education, meetings and financial guidance. Truly a great team and highly recommend them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Craig Kizewic
Craig Kizewic

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 1, 2023
David and Jack helped me overcame my anxiety over finances. Thanks to them I was able to gain understanding of not only how to manage my finances but also manage my emotions around money, spending and financial security. They helped me to set realistic goals to achieve. I am very grateful for the team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Skye V
Skye V

5 Stars

✅ Wealthtender Certified Advisor Review™
May 29, 2023
David and Jack helped my wife and I to better understand our financial life, priorities and each other. We now have a better understanding not only of how to save for retirement, but also how to live our best life right now. Thank you both!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brett V ComplianceLogix
Brett V ComplianceLogix

5 Stars

✅ Wealthtender Certified Advisor Review™
May 9, 2023
David and Jack are a great team to help you accomplish your financial goals. I have worked with them for many years. They always have positive, thoughtful, and supportive suggestions to guide you, and help you look at things in different ways. Very quick to respond.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Debra Riddell
Debra Riddell

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 15, 2023
Jack and David changed our lives! They are incredibly knowledgeable. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ryan Jenot
Ryan Jenot

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2021
I've been with them for the past few years and they have assisted me from navigating out of debt to building assets. Essentially anything I do financially they support me and educate me to make the best decisions. The best thing looking back is the habits they have instilled in me to ultimately create freedom for myself which is invaluable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris Barnard
Chris Barnard

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 13, 2021
Excellent service, they gave us so many great ideas and pointers we eliminated 25% of debt in 1 year and significantly improved retirement and future financial status outlooks, never have been a numbers/budget guy but they made doing so easy and changed the way we look at debt versus living the lifestyle we want
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ryan Oliver
Ryan Oliver
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