This conversation explores how to build a strong financial foundation that creates more career flexibility. Using the framework of a solid financial house, we will cover five essential planning questions around living, illness, liability, death, and legacy. The goal is to show how thoughtful financial planning can create more stability, confidence, and optionality as your career evolves.
SPEAKER BIO:
Jacky Petit-Homme, CFP®, CEPA® is a warrior in every sense of the word, resilient, resourceful, and relentless in pursuit of better outcomes for his clients and community. As Co-Founder and Managing Partner of Liberty One Wealth Advisors, Jacky blends his deep expertise in wealth management with a storyteller’s heart and a problem solver’s mindset.
A former Merrill Lynch advisor turned independent fiduciary, Jacky built Liberty One on the belief that true financial planning goes far beyond portfolios. It’s about helping people design lives of purpose, freedom, and legacy. His background in film and production sharpened his ability to translate complex financial strategies into clear, compelling narratives that empower others to take action.
Known for his sleeves-rolled-up approach, Jacky doesn’t shy away from challenges; he thrives on them. Whether navigating tax law shifts, guiding business owners through succession planning, or helping families prepare for retirement, he approaches each situation with empathy, precision, and the unwavering belief that every problem has a solution.
Beyond the boardroom, Jacky is a dedicated mentor, speaker, and advocate for financial literacy, serving as a keynote presenter for programs like the Philadelphia Financial Scholars Teen Investor Summit. His mission is simple yet powerful: to equip people from all walks of life with the knowledge, confidence, and courage to achieve inevitable wealth, because financial freedom isn’t reserved for the few; it’s built by those willing to fight for it.
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