Our Qualifications

Jack L. Sloan, CFP

Jack L. Sloan is a board CERTIFIED FINANCIAL PLANNER and TAX ACCOUNTANT*. He is the President of Sloan Financial Services, LLC, a financial and insurance services company, with his office located in Metairie, Louisiana.

He started his professional career in 1986 as a tax accountant. His 24 years of experience in accounting and financial services has been more defined over the past 15 years as he has focused his practice on solving tax problems, as well as on retirement, estate and financial planning, and fee-based investment services for individuals and small business clients. Jack’s clients range from middle-income families to physicians, nurses, attorneys, small business owners and sales managers. 
 
Jack holds a BS from the University of New Orleans. In addition to holding the CFP certification and securities registrations and insurance licenses, he has served on the Board of Financial Planning Association (FPA) of Greater New Orleans. Jack is the immediate past President of the Institute of Certified Financial Planners-Gulf Coast Society and long time member of the National Society of Public Accountant. He has also served as a Technical Writer and Editor for a nationally recognized publisher of financial advisor training materials.
 
Jack currently serves on the Board of the Jefferson Chamber of Commerce and was the Chairman of the Small Business Committee. He was the 2004 and 2005 Chair of the Chamber’s Diplomat Corps and served on the Advisory Council. He is also an active member of the Board of Directors of the Jefferson Performing Arts Center (JPAS) and The American Cancer Society’s Executive Leadership Council.
 
To meet with Jack L. Sloan, contact us at (504) 835-2014 or email jsloan@voyafa.com.
 
*Voya Financial Advisors does not offer tax or legal advice.  All tax services are offered independently by Jack Sloan.