John B. MacDonald,  CFP<sup>&reg;</sup> - Financial Advisor

John B. MacDonald, CFP®

CPA, MBA

Principal

JMac Financial Planning & Investment Services PLLC

950 Echo Ln, Ste 200
Houston, TX 77024
FINANCIAL ADVISOR'S WEBSITE
(713) 464-4152 CONNECT WITH John
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General

John MacDonald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JMac Financial Planning & Investment Services PLLC in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Personal Taxes, Women's Finances

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