Broker Check
Jacob Charlwood, CFP®, AIF®

Jacob Charlwood, CFP®, AIF®

Financial Planner

My mission is to provide quality guidance, build relationships of trust, and develop innovative financial strategies engineered for our target markets including the legal, collegiate education and state government arenas.

Professional Qualifications and Services
· FINRA Series 7 & 66 Securities Licenses
· Accredited Investment Fiduciary (AIF®)
· Financial Needs Analysis
· Retirement Planning
· Wealth and Asset Protection Strategies
· Estate Conservation Strategies
· College Funding Strategies
· Personal and Business Insurance
· Life Insurance
· Disability Income Insurance
· Long Term Care Insurance

· Business Partner, Virginia Trial Lawyers Association

· Born in Voorhees, NJ and raised in Spotsylvania, VA
· Riverbend HS and VCU graduate with a degree in Business Administration
· Passionate about outdoor activities, sports, and health
· Currently resides in Chesterfield County, VA