BROCK JOLLY, CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®, RICP®, CEPA®
Managing Partner, Veritas Financial
Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®. A sought-after financial advisor and student of the industry, Brock has deep knowledge and resources in all aspects of financial planning. He graduated from the University of Virginia in Charlottesville, Virginia in 2000, then continued a path of lifelong learning, earning industry designations as a Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Family Business Specialist (CFBS®), Retirement Income Certified Professional® (RICP®) and Certified Exit Planning Advisor (CEPA®).
Brock founded The College Funding Coach®, an industry leading organization that teaches parents strategies for saving and paying for college without jeopardizing their own retirement savings through a unique workshop entitled, “Little-Known Secrets of Paying for College.” What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches hundreds of workshops each year to audiences of up to a few thousand parents, all of whom are desperate for this critically important information.
Brock has been featured in numerous media outlets including The Wall Street Journal, CNBC, PBS, Fox News, The Motley Fool, and Federal News Radio’s “Blueprint for Wealth," as well as industry publications such as Investment News, The National Underwriter, Insurance Newsnet, Think Advisor and Life Insurance Selling.
In 2011, Jolly was named the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year. From 2012 to 2014, he served as the chairman of NAIFA’s Investment Committee, where he worked closely with NAIFA leadership to manage the association’s reserve account. In 2014, he was elected by his peers to serve as a National Trustee for NAIFA—the youngest trustee ever elected. In 2015, Brock was awarded the Legacy Award by the Washington, D.C. Helping Hands Society in recognition for his longstanding service to the organization, the financial services industry, the highest standards of professional conduct, and unselfish community service. He currently serves as the National Treasurer for NAIFA.
In his spare time, Brock enjoys traveling, distance running, hiking tall mountains, SCUBA diving, playing ice hockey and riding his Peloton. He lives in Arlington, Virginia with his wife, Lauren and their children Bryson and Olivia.