Jacob Watts
CFP®, CRPC®, APMA®
Legacy Financial Strategies
Principal/Financial Advisor
Jacob Watts
CFP®, CRPC®, APMA®
Legacy Financial Strategies
Principal/Financial Advisor
Commissions are for product sales, not sound financial advice. My clients count on objectivity and a fiduciary standard. As a fee-only advisor, they know I’m advising their families as I would my own. - Jacob Watts, CFP®, CRPC®, APMA®
Fee-only financial advisor located in Leawood, KS, serving the greater Kansas City area and clients across the country. We offer actionable advice that will ensure a lasting impact.
Jacob Watts is a part of Legacy Financial Strategies' team of expert fee-only financial advisors in Leawood, KS, serving Kansas City and clients across the country. By engaging in meaningful discussions, we customize comprehensive financial plans, investment management, and employer solutions, such as retirement services. Our process begins by establishing an understanding of your unique financial needs, goals, risks, and obstacles. From there, our committed advisors are able to offer actionable advice that will ensure a lasting impact through diligent follow-ups and communication with each client.
Check out our new "FAQ in Under 2" Video Series for Concise Insight on Common Financial Questions
Jacob Watts has been guiding his clients through tough financial decisions for over 15 years. A KU grad, he works closely with corporate executives and families so they can focus on enjoying their lives and doing what they love. Legacy gained valuable expertise when Jacob joined the firm in 2017. He has spent much of the last decade advising executives from local Fortune 500 companies on their corporate retirement plans and compensation packages. Jacob and his wife Laurinda are the parents of 2 young girls. These days, he has happily traded in much of his golf course time for barbecuing on the weekends with his growing family.
EXPERIENCE
Jacob Watts has been guiding individuals, families, and business owners through tough financial decisions for over 15 years. Jacob joined Legacy’s team of experts back in 2017.
SPECIALTY
Jacob has spent much of the last decade advising executives from local Fortune 500 companies on their corporate retirement plans and compensation packages. He also works closely with busy families to establish financial peace of mind and allow them to focus on doing what they love.
CREDENTIALS
- CERTIFIED FINANCIAL PLANNER™
- APMA® (Accredited Portfolio Management Advisor)
- CRPC® (Chartered Retirement Planning Counselor)
- Series 66 Securities License
- Bachelor’s degree from the University of Kansas
ADDITIONAL INFORMATION
Most weekends, Jacob can be found getting in a quick game of golf or spending the afternoon barbecuing with his wife and young daughters.
Jacob Watts is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor.
• We are fee-only financial advisors. You can rest assured knowing our recommendations are motivated exclusively by your success and not commissions.
• We authentically care and will take time to understand the whole of your financial circumstances, including your needs, goals, risks, and obstacles.
• We offer actionable advice to ensure a lasting impact. Whether you’re preparing your business for expansion, adapting after divorce, planning for retirement, or determining where to invest, we’ll help you do what’s needed now for a bright financial future then.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- Executive Compensation Strategies
- Business Succession 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 Watts is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jacob Watts 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 Watts is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Jacob Watts is an Accredited Portfolio Management Advisor (APMA®)Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Jacob Watts 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 Watts
Office Locations:
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11300 Tomahawk Creek Parkway
Suite 190
Leawood, KS 66211
