Jacob Schatz CFP®, RICP®
Partner, Wealth Advisor
- Managed accounts
- Investment Committee Chair
- Financial plan analysis
Strengths & Skills:
- Ability to simplify complex topics
- Thorough and accountable
- Coaching (especially youth sports)
As the financial world evolves and changes, Jacob feels called to continually improve and expand his skillset so he can create better experiences for clients and provide them with the exemplary service they deserve.
His career with IntentGen Financial Partners has helped him follow through on this calling by giving him the opportunity to make a significant impact in the lives of clients. By closely collaborating with them to build their financial plan, Jacob is able to help clients intentionally protect, spend and give their money in purposeful ways.
Jacob currently resides in Collierville, TN. He’s extended his commute by a few hours and balances working remotely with trips back to the Naperville office. In his spare time, Jacob enjoys exercising, golfing and spending time outdoors with his family and their dogs.
“I believe our team can make a significant impact for our clients through a collaborative partnership that helps them intentionally protect, spend and give their money.” – Jacob Schatz
Licensing is available through your state insurance department’s website, which can be located through the National Association of Insurance Commissioners Website.
Jacob Schatz is licensed to do business in AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, ND, NM, OH, PA, SC, TN, TX, VA, WA and WI. CA Life/Health Insurance License ID 0J00006, CA Securities Insurance ID 19349549, CA Variable Annuity Insurance ID 0J00006, CA Variable Universal Life Insurance ID 0J00006.