Jacob Newcomer, Cfp®

Jacob Newcomer, Cfp® Email and Phone Number

Financial Advisor/Partner at Chicory Wealth @ Chicory Wealth
decatur, georgia, united states
Jacob Newcomer, Cfp®'s Location
Atlanta Metropolitan Area, United States
About Jacob Newcomer, Cfp®

Chicory Wealth is a fee-only financial life planning and sustainable wealth management firm (meaning our compensation is not tied to commissions). We provide holistic Financial Life Planning services to individuals and nonprofit organizations across the country. Our planning engagements cover cash flow management, insurance analysis, education planning, tax planning, estate planning, investments, retirement distribution planning, and charitable giving. Our investment strategies are centered on sustainable and Environmental, Social and Governance (ESG) screened investments. You can find out more about me on our website: www.chicorywealth.com.DISCLAIMER: https://chicorywealth.com/legal-and-privacy/

Jacob Newcomer, Cfp®'s Current Company Details
Chicory Wealth

Chicory Wealth

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Financial Advisor/Partner at Chicory Wealth
decatur, georgia, united states
Website:
chicorywealth.com
Employees:
7
Jacob Newcomer, Cfp® Work Experience Details
  • Chicory Wealth
    Financial Advisor
    Chicory Wealth Jan 2018 - Present
    Greater Atlanta Area
    View
  • Maggie Kulyk & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services Inc.
    Associate Financial Advisor
    Maggie Kulyk & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services Inc. Mar 2017 - Dec 2017
    Greater Atlanta Area
  • Maggie Kulyk & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services Inc.
    Paraplanner
    Maggie Kulyk & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services Inc. Jun 2015 - Feb 2017
    Greater Atlanta Area
  • Siemens Industry Inc.
    Financial Analyst
    Siemens Industry Inc. Jul 2013 - May 2015
    Alpharetta, Ga
    View

Jacob Newcomer, Cfp® Education Details

Frequently Asked Questions about Jacob Newcomer, Cfp®

What company does Jacob Newcomer, Cfp® work for?

Jacob Newcomer, Cfp® works for Chicory Wealth

What is Jacob Newcomer, Cfp®'s role at the current company?

Jacob Newcomer, Cfp®'s current role is Financial Advisor/Partner at Chicory Wealth.

What schools did Jacob Newcomer, Cfp® attend?

Jacob Newcomer, Cfp® attended The University Of Georgia.

Who are Jacob Newcomer, Cfp®'s colleagues?

Jacob Newcomer, Cfp®'s colleagues are Heike Lautenschlaeger M.a., Tina Tyson, Tricia Williams, Mary Shaltis, Cpa, Cfp®, Apma®, Daniel Mcnabb, Cfp®, Daniel Kirslis, Cfp®, Maggie Kulyk, Crpc®, Chartered Sri Counselor™.

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