
Stefan Jackson
Areas of Expertise
Qualifications & Experience
- BS in Finance, University of Colorado at Boulder
- Certificate in Financial Planning, Northwestern University
- CERTIFIED FINANCIAL PLANNER | CFP®
Media
Words to Live By
Client Experience Professionals
Team Members
About
With over 12 years of experience in financial services, Stefan brings a comprehensive approach to wealth management, drawing on expertise in retirement-income planning, complex tax strategies, and portfolio management. He is passionate about helping clients build secure, resilient financial plans that provide both clarity and long-term peace of mind.
Prior to joining Farther, Stefan founded and grew an independent advisory practice, where he delivered customized financial plans and tailored investment strategies with a boutique, client-first approach. His background equips him to guide individuals and families through all stages of their financial journey with confidence and care.
A Colorado native, Stefan has been married for 15 years and is the proud father of three children. Much of his free time is spent supporting his kids at their sporting events or enjoying the outdoors with his family. He especially loves taking advantage of Colorado’s mountains and spending time skiing on the slopes.