Scot Jacobs, CFP®

Partner, Financial Advisor at Cornerstone Advisers
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Contact Information
us****@****om
(386) 825-5501
Location
Springfield, Illinois Metropolitan Area

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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    -

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner, Financial Advisor
      • Sep 2012 - Present

      At Cornerstone Advisers, we realize that putting together a financial plan for you means helping you reach your life goals, not just reach a magic number. We help you prepare for life by building out a holistic financial plan using our Financial Needs Cornerstones: • Building your nest egg • Living in retirement • Protecting your loved ones • Leaving a legacy We help you continually adjust your plan as life happens, so you can make room for new family members, retire, move out of state, or whatever comes your way. Cornerstone Advisers has offices in Lombard, Naperville, Skokie, Springfield, and Bloomington, Illinois, and we serve clients across the country meet their financial goals. Read more about Cornerstone Advisers and how we help our clients better prepare for the future at our website, www.cornerllc.com. Registered Representative and Investment Adviser. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Registered Representative and Investment Adviser. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Show less

    • United States
    • Financial Services
    • 400 - 500 Employee
    • Branch Manager
      • May 2004 - Aug 2012

Education

  • Northwestern University
    Certificate in Financial Planning
    2014 - 2016
  • Marquette University
    Bachelor of Science (BS), Finance, Commercial Real Estate
    2001 - 2005
  • Sacred Heart-Griffin
    1997 - 2001

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