Broker Check
 
Jack Green, CFP

Born and raised in Ventura California.  After Graduating from Ventura High School, Jack's  passion of surfing, led him to travel and compete at a professional level.  His travels exposed him to alternative economies, and has been a major impact on his personal journey.  Here he learned that freedom is the most valuable resource and its worth working towards.  Learn more about his philosophy here.  

At the height of his surfing career, while boarding his flight to Australia, He picked up a book that re-routed his journey as a global vagabond to joining the corporate world of Financial Services.   Trading his wetsuit for a business suit,  he started his career in 2000 by convincing American Express Financial Advisors to give him a shot.  Shortly AMEX Financial Advisors experienced a downsizing and closed their office after only 8 months. Armed with his series 7, Series 66, Life and Health License, Jack secured a position as Financial Advisor with A.G. Edwards & Sons, Inc.  It's here where he honed his skills and learned the business from a corporate perspective.  Mirroring the market at the time, Jack new there was a better way to do business and advise his clients with a holistic approach. To be void of Corporate demands and sales quotas.  Intuitively, It was time to leave and start an independent practice in the middle of the greatest meltdown of our economy, the Great Recession.  June of 2008, Jack aligned with previous broker dealer LPL Financial as his back office support.   Here he developed a great independent practice serving his clients with his holistic approach.  To do what is best for his clients free from the corporate demands.  His primary driver of finding balance in his life and business for himself leads his advice style for his clients.  Balancing Planning for the future, leveraging past success and failures, and navigating the present defines his approach and advice style. After a 12 year relationship with LPL Financial, it was time to search for a more cost effective approach for his clients and his company.  In 2019, the final step towards independence was achieved.  Anacapa Financial Was born as a Registered Investment Advisory Firm.  Built on a foundation of Jack's Holistic approach to Financial Planning, Asset Management, and Estate Planning. 

His greatest achievements include his recognition of his faith, his marriage to his wife Stephanie, and their three beautiful daughters, Victoria, Vienna, and Jordyn.  Jack will admit he's not surfing as much as he used to, but he is still very active when the swell shows up.