Jacob King, Cfp® Email and Phone Number
Jacob King, Cfp® work email
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Jacob King, Cfp® personal email
Founded in 1996, Beaird Harris Wealth Management, LLC provides financial planning and integrated wealth management solutions to financially established individuals, trusts, retirement plans and private foundations; with a particular emphasis in the medical, dental and healthcare industries. As a fee-only Registered Investment Advisor, Beaird Harris does not receive commissions, kick-backs or finder’s fees for any of our recommendations. Because our only source of compensation is a direct fee paid by our clients, we are able to remain entirely independent and impartial which allows us to deliver objective fiduciary advice.Specialties: Integrated wealth management, personal financial planning, retirement planning, portfolio survivability analysis, insurance needs analysis, tax-efficient portfolio construction, Modern Portfolio Theory, structured investment management.
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Wealth Manager And PartnerBeaird HarrisDallas, Tx, Us -
Wealth Manager & PartnerBeaird Harris Jan 2013 - PresentDallas-Fort Worth MetroplexI focus on helping our clients reduce their financial stress and achieve their personal and financial goals through Integrated Wealth Management. Through this process, I explore with a client their true objectives and work with them to achieve those goals. I specialize in working with individuals who have investment portfolios greater than $1,00,000. I've witnessed several individuals make critical financial mistakes that take decades to overcome. My passion is helping clients avoid the perils of poor planning and bad decisions, and instead achieve true financial independence.
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Wealth ManagerBeaird Harris 2004 - Dec 2012Dallas, Tx
Jacob King, Cfp® Education Details
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Financial Services
Frequently Asked Questions about Jacob King, Cfp®
What company does Jacob King, Cfp® work for?
Jacob King, Cfp® works for Beaird Harris
What is Jacob King, Cfp®'s role at the current company?
Jacob King, Cfp®'s current role is Wealth Manager and Partner.
What is Jacob King, Cfp®'s email address?
Jacob King, Cfp®'s email address is ja****@****-co.com
What schools did Jacob King, Cfp® attend?
Jacob King, Cfp® attended University Of North Texas.
Who are Jacob King, Cfp®'s colleagues?
Jacob King, Cfp®'s colleagues are Genny Cordell, Cpa, Joe Vincent, Sarah West, Brandi Hagli, Kristen Jones, Angie Culp, Cap, Om, Pace, Matt Skinner, Cpa.
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Jacob King, CFP®
Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ™ | Helping Clients Enjoy Life & Prepare For Financial IndependenceColumbus, Oh
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