Faculty: Elizabeth Jetton

Elizabeth Jetton, CFP®

Title(s):
Adjunct Professor
School(s):
Business
Campus(es):
San Francisco, Online
Elizabeth Jetton

Elizabeth Jetton, CFP®, has been a thought leader in the financial planning profession for the past 20 years. She has been in the financial services industry since 1981, a CFP® professional since 1991 and served as President of The Financial Planning Association in 2004. In 2010 Elizabeth retired from her financial planning practice to focus on consulting to financial planning firms and teaching. She helps advisors and firms build thriving client-centered practices, processes, services and deliverables.

In 2014 she and Marty Kurtz, CFP® founded TurningPoint, a company that offers consulting and focused on thoughtful and successful career transitions and succession planning for financial advisors. Since 2010 Elizabeth has also been part of Directions for Women, offering training and consulting to advisors on how to change the conversation with women about money and finances to empower, educate and engage them more effectively. She trains planners how to become conversational leaders and to use group conversational processes to engage, attract and build trust.

COURSES TAUGHT

FI 420
Personal Financial Planning

RESEARCH INTERESTS & AREAS OF SPECIALIZATION

  • Strategic Financial Planning
  • Retirement Planning
  • Wealth Management
  • Leadership Development

EDUCATION

  • BA (Communications and Financial Planning), New School University

PROFESSIONAL & TEACHING EXPERIENCE

  • 2015 - Present: Adjunct Professor, Golden Gate University
  • 2014 - Present: Co-Founder, TurningPoint LLC
  • 2008 - Present: Cofounder, Elizabeth Jetton Consulting Services

PROFESSIONAL ASSOCIATIONS

  • Former President, Financial Planning Association
  • Mentor, Financial Planning Association

HONORS & AWARDS

  • Special Service Award, University of Georgia Financial Planning and Consumer Economics Department, 2011
  • Listed as "Top 50 Women in Wealth Management" by WealthManagerWeb.com, 2010
  • Outstanding Financial Planner and Leader in the Profession by the FPA of Georgia, 2007
  • Listed as a "Mover & Shaker in the profession" by Financial Planning Magazine, 2005