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Jack D. McGuff III, JD, CPA, CFP®, MBA

Jack D. McGuff III, JD, CPA, CFP®, MBA

Founder

Jack McGuff is the founder of Petrochem Retirement Advisors with nearly three decades of experience working as a financial advisor, attorney, and CPA. Working with professionals, families, and business owners, he specializes in financial planning, investment management, and tax planning. With a diverse background in the industry, he can assist clients with multiple elements of their financial lives and connect these elements in cohesive strategies.

Prior to joining the financial services industry, Jack built a career in the accounting industry, working with international firms Ernst & Young and Grant Thornton. His in-depth knowledge of taxes and accounting enables Jack to integrate tax-efficient strategies into his clients' financial plans. With concentrated legal experience in asset protection and will and trust drafting, his legal background adds another dimension to his estate planning services.

A proponent of continued education, Jack has an extensive background. He has been a Certified Public Accountant (CPA) since 1986, and is also a CERTIFIED FINANCIAL PLANNER™ professional and an attorney. He holds FINRA Series 6, 7, 26, 62, and 63 securities registrations with LPL Financial and is a registered representative with LPL Financial. He received his Bachelor of Business Administration in Accounting and Finance from the University of Texas at Austin and his Master of Business Administration in Taxation and Finance from the University of Houston. He received his Doctor of Jurisprudence from South Texas College of Law.

Actively involved in his professional industries, Jack is a member of the Financial Planning Association and the American Institute of Certified Public Accountants. He is also a member of the real estate, probate, and trust section of the State Bar of Texas.

Jack is a long-time resident of Pearland, Texas and enjoys giving back to his community. He has served as an executive board member of the Pearland Area Chamber of Commerce; President of the Pearland Rotary Club; President of the Board of Directors of the Coppinger YMCA; Director of the Pearland Arts League; and Treasurer of the Board of Directors of Golfcrest Country Club. When not advising clients on their finances, Jack spends much of his time with his wife of more than 30 years, Lyn.

Petrochem Retirement Advisors and LPL does not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation.