Jocelyn Servignat

Mr. Servignat has been advising retirement plan clients since 2002. Prior to joining Clearpoint Financial, he worked at Transamerica Financial Advisors and led the “Complete 401(k)” team, for which he designed a number of proprietary benchmarking tools and plan services concepts.

Jocelyn earned a “Maitrise d’Administration Economique et Social” from the University Jean Moulin (IAE) Lyon III in France – completing the final year of his degree at Portland State University in 1998. He holds FINRA series 6, 63, 65, 7 with LPL Financial and is insurance licensed. He also earned the Accredited Investment Fiduciary ® (AIF) designation.

He resides with his wife and two children in Wilsonville, OR.