Jack Monaghan, AAMS 
Jack grew up in a family that emphasized financial stewardship from a young age. "When I was ten my father purchased shares in 15 issues and began to teach me about investing. I remember reviewing the Wall Street Journal with him as he explained investment principles and P/E Ratios to me. A typical Friday night back then involved watching Wall Street Week with Louis Rukeyser and discussing the topics." In spite of his father's efforts Jack pursued a business career and rose through the ranks of a Spokane based crane manufacturer eventually becoming President of the firm. Seeking a change after 22 years in the business, Jack was again drawn to financial services and attained his Series 7, Series 66, insurance licenses and AAMS accreditation.
Combining his business experience with a comprehensive planning approach has been very beneficial to his clients. "By taking into account all aspects of a clients finances I am able to develop an all-inclusive strategic approach toward the clients goals."
After working for a major wire-house firm for eight years and experiencing a difficult merger with a major bank, Jack decided that independence would provide a superior, unbiased solution to his clients needs.
Jack and his wife and three children live in Liberty Lake. They enjoy motorcycle and Vespa scooters and list their tour of Glacier National Park with a local Vespa Club as one of their favorite family vacations.
Additional information about this advisor:
Industry Qualification Exams:
FINRA Series 7 - General Securities Representative
FINRA Series 66 - Uniform Securities Agent/Investment Advisor State Law
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Waypoint Wealth Management
111 S Post St, Ste 2295
Spokane, WA 99201
509-893-5700, phone
509-893-5701, fax
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