Jacob Watts (CFP®, CRPC®)
Jacob Watts focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Jacob Watts has been guiding individuals, families, and business owners through tough financial decisions for over 12 years.
Jacob has spent much of the last decade advising executives from local Fortune 500 companies on their corporate retirement plans and compensation packages. Working with business owners helping to organize retirement programs and business succession planning has been a particular focus of late. He also works closely with busy families to establish financial peace of mind and allows them to focus on doing what they love.
Additional Information
With years of experience under his belt, Jacob joined Legacy’s team of experts back in 2017. Shortly after Jacob became a principal partner of Legacy Financial Strategies, LLC.
His credentials include:
- CERTIFIED FINANCIAL PLANNER™
- APMA® (Accredited Portfolio Management Advisor)
- CRPC® (Chartered Retirement Planning Counselor)
- Series 66 Securities License
- Bachelor’s degree from the University of Kansas
Most weekends, Jacob can be found working in his garden, playing golf, or spending time with his wife and two daughters.
Schedule your initial conversation here.
NAPFA Start Date
May 17, 2021