Jarrod Winkcompleck
CFP®, ChFC®, CRPC®, CMFC®,CBC®,CHSA®,CASL®
Gap Financial Services
CEO, SENIOR FINANCIAL PLANNER
Jarrod Winkcompleck
CFP®, ChFC®, CRPC®, CMFC®,CBC®,CHSA®,CASL®
Gap Financial Services
CEO, SENIOR FINANCIAL PLANNER
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jarrod Winkcompleck, CFP®, ChFC®, CRPC®, CMFC®,CBC®,CHSA®,CASL®
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Jarrod Winkcompleck is an Austin, TX fee-only financial advisor serving clients locally and across the country. Gap Financial Services provides comprehensive financial planning, investment management, and retirement planning to help Baby Boomers, corporate executives, business owners and entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jarrod Winkcompleck is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As principal and CEO, Jarrod Winkcompleck oversees all aspects of the client experience, from strategic planning and investment implementation to structuring financial roadmaps for clients. As a fiduciary, he is responsible for organizing the team’s focus to maintain a client-centric firm. Although Jarrod spent much of his career meeting the needs of the ultra-wealthy, today he is following his passion: serving everyday people in their prime earning years, as well as those nearing retirement.
Jarrod started his working life as an investment advisor before becoming a Certified Financial Planner (CFP®), assisting our nation’s veterans as a Senior Financial Planner for USAA. Later, he served as Director of Business Development and Senior Planner for one of Texas’s largest and most profitable Registered Investment Advisors. In recent years, he also acted as Partner and Senior Advisor to a specialized private wealth management firm before founding Gap Financial Services. As of 2019, he accepted an appointment from the Texas Lt. Governor to serve on the Texas Prepaid Higher Education Tuition Board, a group of experts dedicated to managing the Texas Tuition Promise Fund and Texas 529 Savings Plan.
In addition to the CFP®, Jarrod holds the Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), Cash Balance Consultant (CBC®), Certified Health Savings Advisor (CHSA®), and Chartered Advisor for Senior Living (CASL®) designations. He graduated from the University of Texas at Arlington with a BBA in Finance. Jarrod has been married for twenty-six years and has one middle-school aged daughter.
Jarrod Winkcompleck is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Truth + Discipline + Creativity = Bridging Your Financial Gap
Gap Financial values objectivity, integrity and transparency. So we act in your best interest, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jarrod Winkcompleck is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jarrod Winkcompleck is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jarrod Winkcompleck is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jarrod Winkcompleck is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Jarrod Winkcompleck is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Jarrod Winkcompleck is a Chartered Mutual Fund Counselor® (CMFC®)The Chartered Mutual Fund Counselor or CMFC® is a professional designation for financial advisors and investment managers. The CMFC® program provides financial planners and investment professionals with in depth knowledge of mutual funds, asset allocation, retirement planning, risk and return and other investment topics. To keep their designation, advisors must take 16 hours of continuing education courses every two years.
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Jarrod Winkcompleck is a Chartered Advisor for Senior Living (CASL)CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
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Jarrod Winkcompleck Serves on the Texas Prepaid Higher Education Tuition Board
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Jarrod Winkcompleck is a Certified Cash Balance Consultant
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Jarrod Winkcompleck Holds the Certified Health Savings Advisor (CHSA®) Designation
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Jarrod Winkcompleck is Quoted in the Greensboro News & Record: "Saving For Medical Expenses With An HSA"
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Jarrod Winkcompleck is Quoted in Forbes: "Saving For Medical Expenses With An HSA"
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Jarrod Winkcompleck is Quoted in InvestmentNews: "529 savings plans are not just for college anymore"
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Jarrod Winkcompleck is Quoted on Business Insider: "7 things you can do to build wealth and boost your savings while you're stuck at home"
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Jarrod Winkcompleck is Quoted on Time.com / Money: "6 Smart Moves if You Get Laid Off Before You Were Planning to Retire"
Contact Jarrod Winkcompleck
Office Locations:
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2707 Barton Point Dr.
Austin, TX 78733 -
9715 Boerne Haze
Boerne, TX 78006
