Jacob Rich (CFP®)
Jacob Rich focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Jacob joined Capstone at the beginning of 2020 and is dedicated to serving his clients by putting their best interest first as an independent fee only financial advisor.
Jacob earned his B.S in Kinesiology from Indiana University in 2011. While at IU he competed collegiately in both cross country and track and field, earning Academic All-Big Ten every season. Jacob worked successfully in sales and management positions in various industries since graduating and then joined Merrill Lynch as a financial advisor in 2017. There he discovered his passion was helping others manage their personal finances. Jacob has earned and holds the designation of CERTIFIED FINANCIAL PLANNER™.
Additional Information
In his spare time, Jacob is a volunteer coach for cross country at Brebeuf Jesuit Preparatory School, enjoys golfing and is an avid runner. He and his wife, Heather, are lifetime residents of central Indiana, currently residing in Carmel, and have one fun-loving Dachshund named Molly.
NAPFA Start Date
January 04, 2022
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