Jack Kaewpalug, CFP®

Jack Kaewpalug, CFP®

Private Wealth Advisor

Jack Kaewpalug is a CERTIFIED FINANCIAL PLANNER™ Practitioner with Sagemark Consulting, a division of Lincoln Financial Advisors Corp.  Celebrating a milestone, Jack has built his practice with Sagemark Consulting for over 27 years.  He is a member of Lincoln's Premier Partners and a past member of The Resource Group, Lincoln Financial Advisors Top 200 Advisors.

Jack has built a loyal clientele ranging from successful business owners, company executives, affluent families and retirees.  His client-base has been built largely through referrals from satisfied clients and financial professionals.  Jack is also known as a “planner to other planners”, as some of his clients are also CERTIFIED FINANCIAL PLANNER™ Practitioners.  Outstanding service and a commitment to excellence is a trademark of Jack and his team. 

Jack's compassion for people and their wellbeing has lead him to design his practice in a way to understand his client's needs and objectives not only on a personal level, but on a professional business level as well.  Jack is the founder of a unique method that enables him to identify and develop creative financial planning strategies in the areas of personal growth, asset management, wealth protection and estate planning/transfer.  He values openness, honesty and integrity.  Taking the time to listen to his clients and hearing what they have to say, enables him to advise them with the recommendations and personalized assistance to help them toward achieving their goals.

Jack has a bachelor's degree with an emphasis in Finance from the California State University Fullerton.  He has also dedicated his time to earn the CERTIFIED FINANCIAL PLANNER™ certification.

Jack is married and enjoys spending quality time with his family and friends followed by golf and volunteering to support local charitable organizations.

“I help my client's toward achieving their financial objectives and dreams through my unique purpose financial planning process; our relationship is based on trust, integrity and personal devotion”.

Phone (949) 474-6823
Fax (949) 474-6818