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Last Update

2015-10-18T00:00:00.000Z

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Background Information

Employment History

Financial Analyst
The Walt Disney Company

Accountant
Moss Adams LLP

Small Business Specialist
Microsoft Corporation

Affiliations

Financial Advisor
Financial Pointe, Inc.

Member
Rotary Club of Westlake Village

Member
Conejo Valley Business Independent Networking Group

Financial Advisor
Edward Jones Limited

Education

degree
Accounting
California State University , Northridge

Web References (128 Total References)


Ewon Card Coupon Stick -- B&C Both Win

www.irfastlane.com [cached]

Toys & Us Gift Card$20 (20 BEAMONY) Gift Provided by Jack Dvir with Edward Jones --- The Best and Tallest Investment Advertiser.

FREE Book ---- Stretching for Life (10 BEAMONY) Provided by Dr. Ben Griffes Family Doctor and Sport Medicine. Now in its 2nd printing, Its newer, easier and more fun!


Ewon Card Coupon Stick -- B&C Both Win

www.irfastlane.com [cached]

Toys & Us Gift Card$20 (20 BEAMONY) Gift Provided by Jack Dvir with Edward Jones --- The Best and Tallest Investment Advertiser.

FREE Book ---- Stretching for Life (10 BEAMONY) Provided by Dr. Ben Griffes Family Doctor and Sport Medicine. Now in its 2nd printing, Its newer, easier and more fun!


About Us > Our Team | Financial Pointe

www.financialpointe.com [cached]

Jack Dvir

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Jack Dvir
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Jack Dvir, AAMS®


About Us > Our Team > Jack Dvir | Financial Pointe

www.financialpointe.com [cached]

About Us > Our Team > Jack Dvir

...
Jack Dvir
Jack Dvir, AAMS®, is a financial advisor at Financial Pointe. Jack graduated from California State University, Northridge (CSUN) with a degree in Accounting in 1992. He received his Certified Public Accountant certification in 1996. Jack started his career at Edward Jones as an Investment Representative in 2000. He is an Accredited Asset Management Specialist, and certified in the California Partnership for Long Term Care. He taught courses, including "Smart Women Finish Rich" and "Personal Financial Workshop," through the Conejo Valley Adult School.
Jack & Hadar have been married since August of 2000, and have three wonderful children, Noah, Nathan and Naomi. Jack enjoys giving back to the community, and is a member of the Rotary Club of Westlake Village. He and his oldest son deliver meals to the homebound and participate in many other volunteer projects. He is currently the vice president of his homeowner's association, and leads the Conejo Valley Business Independent Networking Group.


The Mobile Assistant - Personal Assistant, Virtual Assistant and Concierge - Customer Reviews

www.themobileassistants.com [cached]

Jack Dvir, Financial Advisor

Edward Jones

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