Jocelyn Black, CRC®

Financial Adviser

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 readiness.

With nearly 20 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.