LAST CHANCE to get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
LAST CHANCE to get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
LAST CHANCE to get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

Portia Jackson

Senior Financial Planner

Portia is a Senior Financial Planner at Facet and has more than 14 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Portia believes that lifestyle-based financial planning is the key to funding our best lives and that personal financial planning should be available for everyone.

She currently resides in Southern California. Outside of the office, she enjoys college football (Go Blue!), all things health and wellness and keeping busy with her family. She is a former member of the Michigan Marching Band, Top Ten Finalist in the Miss Illinois Pageant, and has been on 3 nationally-televised game shows.

Education: University of Southern California (PhD) (MS), University of Michigan (BS)

"Whether you think you can, or you think you can't – you're right" - Henry Ford

Follow Portia

Get to know Portia

I love to see the world! This is beautiful Santorini, Greece.

I sure “doodle” love my dog, Vino!

Saying hi to the Michigan Piccolos during the 2022 Fiesta Bowl. Go Blue!

“It’s time for Dodger baseball!”

What topic could you give an hour-long presentation on with little to no preparation?

The importance of having a success-driven mindset.

If you could have any skill in the world, what would it be?

Speed Reading

What's the best meal you've ever had?

Filet Mignon (cooked medium), Loaded baked potato, Caesar Salad

What’s the top destination on your must-visit list?

Antarctica