Jack Arnold, CFP®
Personalized financial plans for mid-career, high-income professionals.
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Serving Clients Nationwide
Personalized financial plans for mid-career, high-income professionals.
Areas of Focus
- Cash Flow
- Financial Life Planning
- Investment Management
- Prioritizing Money
- Taxes
About Jack Arnold, CFP®
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 ®
Primary Location
360 Central Ave, Suite 1410 St. Petersburg, FL 33701
Meeting Options
- Video Conference
- In-Person
- Phone
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 Avid Planning
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
Hobbies and Interests
- Family
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Young Families
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