Specialty:
“Liberty One Wealth Advisors, Jacky Petit-Homme is the wealth advisor and founder of the firm. As a founding partner, he is responsible for designing and implementing financial plans for clients. He prides himself on the healthy relationships he builds with his clients and is passionate about delivering excellent service. Before co-founding Liberty One Wealth Advisors, he was a wealth advisor at Merrill Lynch for six years. He has helped his clients work toward their financial goals since 2012. He is a University of Florida graduate and was awarded the CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc. At Liberty One, they measure their success through their ability to help individuals and families achieve a secure financial future while focusing on every client's personal goals and aspirations. Their team of CFP® professionals helps to simplify the financial planning process and educate their clients each step of the way. The boutique nature of their firm allows them to focus on each client's needs while providing the necessary resources to build a comprehensive plan and alleviate the stress of major financial decisions. They believe in clear, thorough planning to preserve, sustain, and grow their client's wealth over a long-term period. They work closely with their clients, families, and trusted advisors to identify their needs, goals, and initiatives.”
