Scot Jacobs, CFP®
Partner, Financial Advisor at Cornerstone Advisers- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™
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Experience
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Cornerstone Advisers
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United States
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Financial Services
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1 - 100 Employee
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Partner, Financial Advisor
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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
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Scottrade
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United States
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Financial Services
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400 - 500 Employee
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Branch Manager
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May 2004 - Aug 2012
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Education
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Northwestern University
Certificate in Financial Planning -
Marquette University
Bachelor of Science (BS), Finance, Commercial Real Estate -
Sacred Heart-Griffin