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Jacob Schatz CFP®, FIC, RICP®

Jacob Schatz CFP®, FIC, RICP®

Director of Financial Planning and Investment Operations, Advisor

Specialties:

  • Managed accounts
  • Investment Committee Chair
  • Financial plan analysis

Strengths & Skills:

  • Detail-oriented
  • Ability to simplify complex topics
  • Thorough and accountable
  • Coaching (especially youth sports)
  • Volunteering

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 Oswego, Illinois, with his wife, Hilary, and their two children. 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

 

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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, IA, IL, IN, MD, MI, MN, MO, NC, ND, NM, NY, OH, PA, SC, TX, VA, 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.