Cfp® Jacob Pritchard

Senior Financial Planner at Henssler Financial

Jacob Pritchard is a Certified Financial Planner (CFP®) who currently serves as a Senior Financial Planner at Henssler Financial. Prior to this, Jacob worked as a Paraplanner at Turnkey Planning Solutions, where Jacob assisted with financial analysis and client meetings. Jacob has a strong background in financial planning, having also worked as a Planning Intern at SignatureFD and as a Volunteer Income Tax Preparer at Georgia United Credit Union. Jacob's experience includes generating net worth statements, cash flow reports, and utilizing financial planning software to construct financial plans for clients. Jacob holds a Bachelor of Business Administration in Financial Planning and Services from The University of Georgia.

Links

Previous companies

Georgia United Credit Union logo
SignatureFD logo

Timeline

  • Senior Financial Planner

    January, 2020 - present