Jacob Stalder
CFP®
Navigate Financial Planning
Financial Advisor
Jacob Stalder
CFP®
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- 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
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Jacob Stalder is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jacob Stalder is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jacob Stalder is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jacob Stalder
Office Locations:
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By Appointment and Virtual
Cedar Falls, IA 50613
