Financial Planning is the allocation of limited financial resources to unlimited alternatives. As a licensed financial planner, I bring experience helping others manage their financial landscape with purpose and care. I have experience building Comprehensive Financial Plans for clients focusing on areas involving Retirement, Cash Flow, Investments, Insurance, Tax, and Estate Planning.
Jacob Stewart
Advisor
Human Investing LLC
United States, Oregon, Lake Oswego
About Me
Profile Information
Advisor
Human Investing LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Lake Oswego
Oregon
United States
Aug 7, 2024
More profiles to browse
Marc Kadomatsu
Managing Partner, Director of Financial Planning
Peter Fisher
Founding Partner, Chief Executive Officer
Andrew Gladhill
Partner, Chief Compliance Officer, Director of Investments
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PG
Patricia Gee
Operations
Manhattan Family Office