Jack Schaefer is a Financial Advisor with Planning Alliance. He works with clients to better understand how they define financial security and, with this knowledge, focuses on solutions that can help make those financial goals a reality. His practice areas include individual financial planning and business planning.
Jack joined the firm in 2020. Prior to Planning Alliance, Jack worked with Northwestern Mutual as a Financial Representative Intern.
Jack earned his Bachelor of Science in Finance from the University of Maryland in 2020. While a student at University of Maryland, he played lacrosse and was team treasurer, which further fueled his interest in financial management. Jack studied abroad in 2019 attending Universitat Pompeu Fabra in Barcelona, Spain.
When Jack is not helping clients, he enjoys travel. He has visited 27 of the 50 states as well as 16 countries. The bulk of his statewide travel is for snowboarding, his biggest passion. He also enjoys hiking through national parks, exploring new cities, spending time with friends and family, cooking, and going to the beach.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 BROAD STREET, 2ND FLOOR, SUITE 202, SHREWSBURY NJ, 07702, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.