Jacob Cadena Email & Phone Number
Financial Planner @ Harris Private Wealth
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Jacob Cadena Location
- California, United States
Jacob Cadena Work
- Financial Planner @ (August 2024 - Present)
- Sr. Conversion Consultant @ (November 2023 - August 2024)
- Transition Specialist @ (January 2022 - May 2023)
- Financial Advisor Foundations Associate @ (February 2021 - December 2021)
- Financial Services Professional @ (June 2017 - February 2021)
- Curriculum Development @ (December 2015 - October 2016)
- English Language Arts Teacher @ (September 2014 - August 2015)
Jacob Cadena Education
- University of Washington
B.A. History (B.A. Economics)
Jacob Cadena Skills
- Account Management
- Annuity Sales
- Asset Protection
- Bull-Sell Agreements
- Business Development
- Business Exit Strategy
- Business Insurance Planning
- Certified Financial Planner
- Charitable Giving
- Client Relations
- Communication
- Customer Relationship Management (CRM)
- Education Funding Strategies
- Employee Benefits
- Estate Planning
- Financial Planning
- Holistic Financial Planning
- Independent Financial Advice
- Insurance
- Investments
- Life Insurance
- Long Term Care Insurance
- Multi-generational Planning
- Portfolio Management
- Private Wealth Management
- Relationship Building
- Retirement Planning
Jacob Cadena Summary
- Jacob Cadena, based in California, United States, is currently a Financial Planner at Harris Private Wealth. Jacob Cadena brings experience from previous roles at LPL Financial, Baird and New York Life Insurance Company. Jacob Cadena holds a B.A. History in B.A. Economics @ University of Washington. With a robust skill set that includes Account Management, Annuity Sales, Asset Protection, Bull-Sell Agreements, Business Development and more. Jacob Cadena has 2 emails and 2 mobile phone numbers on RocketReach.
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