A seasoned financial advisor, Jocelyn Black is
committed to the fiduciary standard while providing
clients with a superior, full-service experience.
Prior to joining Strategy Financial Group, Jocelyn was
the owner of an independent, registered investment
adviser in New Mexico, where she provided holistic,
goals-based financial planning services to a wide
range of clients. She also regularly conducted classes
on a variety of financial topics for several large
employers. Previously, Jocelyn oversaw
multibillion-dollar group retirement plans in Arizona
and managed a team of specialists focused on
increasing employee plan participation and retirement
With over 17 years of experience in financial services, Jocelyn has achieved her Certified Retirement Counselor (CRC®) designation and is currently Series 65 and life and health insurance-licensed. A passionate missionary of financial education and empowerment, Jocelyn has been a guest financial expert on TV and radio, and has authored articles that have been featured on numerous financial media websites.
When she’s not working, Jocelyn is a dedicated mom of two children and two rescued mutts, and enjoys practicing hot yoga, meditation, hiking, camping, traveling, cooking and playing golf. She has been a proud supporter of All Faiths, a behavioral health organization that serves children and families in crisis, as well as the Alzheimer’s Association.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona, California, Michigan and New Mexico. Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Strategy Financial Group is stated or implied.