Jad McGuire - Retirement Planners of America

Jad McGuire

Professional and Community Activities

Member – Financial Planning Association
Volunteer – Dallas Children’s Advocacy Center

Family

Jad grew up in the Texas Panhandle in the small town of Pampa. He enjoys spending time with his family and friends. He especially enjoys spending time with his niece and nephew. Jad has several hobbies and interest but mostly enjoys being outdoors and active.

Business Philosophy

Helping people is the reason I chose to join the financial industry. I truly enjoy the relationship that I build with my clients. I pride myself on being able to learn the complicated aspects of the financial industry and translate that into easy to understand explanations for my clients.

Education

Certified Financial Planner (CFP) Designation, 2015
BS Personal Financial Planning, Texas Tech University, 2013
Financial Planning Association Residency Program, 2016

Business Experience

Advisor, Retirement Planners of America
Senior Advisor, BKD Wealth Advisors

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. 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