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Jacob Rinvelt, CFP®

Jacob Rinvelt, CFP®

Financial Professional

In 2019, Jake became a CFP® certificant after successfully completing the financial planning coursework and passing the CFP® Certification Examination. Jake uses his valuable financial knowledge and analytics skills as a member of the advising team to meet with clients and provide detailed financial plans. Jake has developed a solid foundation of combining the latest tools and advancements with building personal relationships in order to work long term with clients to achieve their financial goals.