Jacob Stalder
Email: jacobstalder@gmail.com
As a Certified Financial Planner, CFP®, I’ve always believed in going above and beyond when working with clients is one of the true differentiators of a successful planner and an average one. I am passionate about putting client education first in our industry, and currently run my own Fee-only Planning Business serving early retirees.
Desired Position: Client-Facing Financial Advisor, Paraplanner
Preferred Business Channel: Fee-Only RIA
Location: Cedar Falls, IA
Preferred Work Location: Remote, Local In-Person
Compensation Preference: Salary (Fixed), Salary plus Bonus (Fixed and Variable)
Required Employer Benefits: Health Insurance, Disability Insurance, Life Insurance
Securities Licenses: Series 7, Series 66, Series 65, SIE
Insurance Licenses: None
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education Level: Bachelor’s Degree
Current Position: Owner, Financial Planner
Years of Industry Experience: 9
Number of Existing Client Households: 12
Planning Software Experience: RightCapital, eMoney, MoneyGuidePro