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Financial Pointe

Jack Dvir, AAMS®, is an independent financial advisor at Financial Pointe. Jack graduated from California State University, Northridge (CSUN) with a degree in Business Administration 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 was certified in the California Partnership for Long Term Care. He has taught courses, including “Smart Women Finish Rich,” “Personal Financial Workshop,” and “Retirement Planning Today” through the Conejo Valley Adult School & National University.

Jack & Hadar have been happily married since August of 2000, and have three wonderful children, Noah, Nathan and Naomi. Jack enjoys giving back to the community through Cub Scouts & BSA Scouts, USYVL Volleyball coaching, Rotary Club of Westlake Village, delivered Meals on Wheels with his son, Senior Concerns, Feeding the Homeless, and “Santa Comes to Agoura.” He has been the vice president of his homeowner’s association, and president of the Conejo Valley Business Independent Networking Group. He enjoys reading motivational books, obstacle course racing, trail running, and spending quality time with his family, preferably in an RV in a National Park.

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