PHILADELPHIA, PA, May 23, 2025 /24-7PressRelease/ -- Jacky Petit-Homme, CFP®, CEPA®, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Marked by his role as a founding partner and wealth advisor at Liberty One Wealth Advisors, Mr. Petit-Homme has carved a distinctive path in the financial industry. He embodies Liberty One's reputation for maintaining consistent communication with families to ensure their satisfaction while seeking new ways for the company to enhance its approach. With a career spanning more than a decade, he has become an expert in financial and wealth planning, a testament to his dedication and unique approach to business. His journey is characterized by an unconventional route, having transitioned from early aspirations in film and theater to leading a successful wealth management firm.
Mr. Petit-Homme's storied professional journey began in the life and health insurance sector, where he discovered a passion for helping people understand complex financial concepts. While honing his skills in client relations and financial planning as a division leader at PFS Investments from 2012 to 2014, he advanced to become a licensed agent at iCan Benefit Group in 2013. In 2014, he joined Wells Fargo Advisors as a brokerage associate, marking his entry into the financial advisory field.
Upon moving to Philadelphia, Mr. Petit-Homme took on the role of financial advisor at Merrill Lynch Wealth Management, where he spent six years refining his expertise and building a robust client base. During this time, he engaged in rigorous self-study to obtain necessary series licenses, demonstrating his commitment to professional growth. The experience he gained at Merrill Lynch was pivotal in shaping his vision for Liberty One Wealth Advisors, which he co-founded in 2021 with a focus on building a firm to better serve the families and businesses he has the privilege of working with.
Mr. Petit-Homme's academic background includes a bachelor's degree in telecommunications with a minor in theater from the University of Florida, completed in 2008. In honor of his accomplishments as an alumni, he was named among the university's 40 Gators Under 40 in 2023. To enhance his knowledge and qualifications, he was certified as a financial planner (CFP®) by the Certified Financial Planner of Standards in 2020 and as an exit planning advisor (CEPA®) by the Exit Planning Institute in 2025.
Beyond his professional achievements, Mr. Petit-Homme is also known for his contributions as a civic-minded citizen. He serves on the Governing Board of Directors for Big Brothers Big Sisters Independence. As a Sickle Cell Warrior, he advocates for increased visibility and awareness of those living with Sickle Cell through his board work with the Crescent Foundation. He also serves on the board of Andrée Collective, a nonprofit initiative that provides employment and therapeutic support to female survivors of partner violence.
Mr. Petit-Homme's contributions extend to thought leadership through written blogs on the Liberty One Wealth Advisors website, where he shares deeper insights on financial planning and wealth management. To commemorate his achievements in the field, he received the Financial Advisor of the Year award from Registered Investment Advisors (RIA) Intel in 2022. In reflection of his outstanding leadership and business acumen, Liberty One was voted Favorite Wealth Management Firm for two years in a row in the Philadelphia Inquirer's 2024 and 2025 Philly Favorites.
Looking to the future, Mr. Petit-Homme aims to expand Liberty One Wealth Advisors significantly while increasing the diversity of employees within the financial sector. He also envisions establishing a nonprofit organization and exploring opportunities in public speaking, underscoring his commitment to making a broader impact beyond his immediate professional sphere.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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