JAIME

Jaime Chavez is a Registered Financial Consultant (RFC®) and Certified College Funding Specialist (CCFS®) with more than 18 years of experience both as a Financial Advisor as well as in several Managerial positions in the Financial Services industry.

 

Jaime focus his practice on helping families, professionals and business owners on solving the puzzle represented by the financial impact of education. He starts with college funding strategies for the children with the main objective of Saving ON the cost of college, not only saving FOR college. Concluding with deciphering the increasingly challenging riddle of repaying your student loans. All the above, within the context of providing my clients with a holistic financial plan that establishes a clear path that allows you to enjoy your retirement and fulfill your most important goals in life.

 

Jaime received a bachelor’s degree in Business Administration from Stanton University and earned an Advanced Management Program Diploma from the Wharton School of Business of the University of Pennsylvania. He is also the current Chairman of the Financial Planning Association, San Antonio and South Texas chapter, and Co-Founder of My College Solutions.

 

Jaime lives in San Antonio and when not helping his clients and friends, he enjoys riding his motorcycle through the Hill Country, dining, and barbecuing with his lovely wife Kathleen, his daughter Karen and the beloved family dog, Bruno.

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