Jacob Weatherford (CFP, MBA)
Jacob Weatherford focuses in the
following client markets or areas of practice:
- Corporate Executives
- Divorce Planning
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Corporate Executives
- Divorce Planning
- Financial Psychology/Coaching
- High Net Worth Client Needs
Additional Information
Jake Weatherford serves as a Wealth Advisor and is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake uses portfolio modeling and financial projections to help clients evaluate potential outcomes of their decisions. His desire to help people is what attracted him to the wealth management industry.
NAPFA Start Date
May 08, 2018