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Jacob Schaefer
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A graduate of Youngstown State University, Jacob’s degree is focused on international business finance. He has been in wealth management since 2014 and is currently pursuing additional certifications.
Prior to joining CCM in 2022 Jacob also worked for large institutions as a financial advisor. Jacob chose to leave those institutions in order to truly fulfill that dream of impacting peoples lives without corporate bureaucracy.
“I believe in a customized approach to financial planning and model portfolios”
Jacob emphasizes financial planning and asset protection for his clients, which played a significant role in Jacob’s life as he watched his grandmother battle Alzheimer’s disease at a young age.
“I have seen clients fail to prepare for the unexpected. Planning for the unexpected is what I specialize and take pride in, and what I believe sets me apart from the competition.”
Jacob enjoys spending time with his family, friends and his Australian Shepherd, Coach. He is an avid supporter of youth groups and the Alzheimer’s Association. When not in the office you can find Jacob spending time outdoors, golfing and playing recreational sports, supporting his local community and rooting for The Ohio State buckeyes and Cleveland Guardians.
Prior to joining CCM in 2022 Jacob also worked for large institutions as a financial advisor. Jacob chose to leave those institutions in order to truly fulfill that dream of impacting peoples lives without corporate bureaucracy.
“I believe in a customized approach to financial planning and model portfolios”
Jacob emphasizes financial planning and asset protection for his clients, which played a significant role in Jacob’s life as he watched his grandmother battle Alzheimer’s disease at a young age.
“I have seen clients fail to prepare for the unexpected. Planning for the unexpected is what I specialize and take pride in, and what I believe sets me apart from the competition.”
Jacob enjoys spending time with his family, friends and his Australian Shepherd, Coach. He is an avid supporter of youth groups and the Alzheimer’s Association. When not in the office you can find Jacob spending time outdoors, golfing and playing recreational sports, supporting his local community and rooting for The Ohio State buckeyes and Cleveland Guardians.
