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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.
Get access to our helpful retirement toolkit which includes several guides that address topics you should consider when planning your retirement.
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*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
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.
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