Jacob Stalder


​Navigate Financial Planning

Financial Advisor

Jacob Stalder


​Navigate Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jacob Stalder, CFP®

Fee-Only financial planner located in Cedar Falls, IA, serving clients locally and across the country

​Jacob Stalder is a Cedar Falls, IA fee-only financial advisor serving clients locally and across the country. ​Navigate Financial Planning provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, ​Jacob Stalder is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

​Jacob Stalder is a CFP® Professional located in Cedar Falls Iowa, serving the community and working virtually with clients across the country.  He specializes in providing hourly and ongoing financial planning services to self-sufficient investors, engaged and recently married couples, and financial planning engagements for small businesses.  He is motivated to partner with those who have a financial independence mindset to help them reach their goals.

​Jake graduated from Iowa Wesleyan University in southeast Iowa with a background in psychology and business administration in 2014.  Jake earned his CFP® certification in 2021.  He has worked in the industry for the past 9 years, mainly serving clients in the Cedar Valley, Des Moines, and southeast Iowa, along with clients across the country.

Jake and his wife enjoy traveling, skiing, biking, and are overall outdoor enthusiasts.  He gives back to his local community through pro-bono financial planning to non-profit organizations and individuals who otherwise are not able to afford financial planning.​

As a Fee-Only, Advice Only planner, I am passionate about empowering and leading others through the nuances and complexities of financial planning I am passionate about my work, and believe in meeting people where they are at in life, and being in service of others when possible. I do this through professional engagements that provide you with meaningful value, clear and concise communication, and an actionable roadmap intended to help you implement the recommendations I provide.

We can work together in an ongoing basis, virtually or in-person, or work together on an as needed, hourly basis in order to help you best achieve your financial and life goals. My planning process is clarified at the start of an engagement so you understand what I provide though our regular meetings, and how I monitor and analyze your situation behind the scenes.

Outside of my passion for planning, my wife and I are both outdoor enthusiasts. I enjoy kayaking, running, cycling, skiing, and pickleball in my free time. We also make time to travel and experience the world, which aligns with some of the core tenets of Navigate Financial Planning.

I offer a 30 minute introductory call to see if I am a good fit for your unique planning need. If you are looking to learn more about how I can help, I’m always happy to have a conversation.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jacob Stalder

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • By Appointment and Virtual
    Cedar Falls, IA 50613

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser