Jacob Kavinsky, CFP®, is a Financial Advisor Manager at Vanguard, where they currently oversee high net worth client relations. They previously held roles at Vanguard as a High Net Worth Client Representative and High Net Worth Sales Manager. Before their tenure at Vanguard, Jacob gained experience in various financial roles at Edward Jones and Primerica. Jacob holds degrees in Finance from the University of Wisconsin-Eau Claire and attended Michigan Technological University. Their earlier work experience also includes positions in project analysis and the hospitality industry.
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