Jacob Stalnaker, CFP

My Background Focus My mission is to provide every client with targeted, comprehensive financial advice and investment management, deliver with the highest level of personal service and professional integrity. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional, the value I provide is centered around a deep understanding of my client's individual situation and goals. With their financial picture in mind, I help my clients develop investment strategy, track progress toward their goals, make strategic financial decisions, and manage their cash flow. My clients and I main an ongoing, professional relationship with account reviews and investment planning meetings. Background I was born in Newport News, VA, raised in Pocatello, ID, and am currently based in Los Angeles, CA. My alma mater is Pepperdine University in Malibu, CA. I completed a Bachelor of Science degree in Business Administration. I began my career in the wealth management industry in 2011, when I accepted an offer from Merrill Lynch, Pierce, Fenner, and Smith Inc. obtained my CFP® certification, graduated from the Practice Management Development Program, and climbed to achieve title of Vice President during my time at Merrill Lynch. In 2022, I joined Wells Fargo Advisors to build a stronger practice for my clients. Resident State: CA Securities Registered in the following states: AZ, CA, CO, FL, ID, MD, MO, NM, NY, SC, TX, UT, VA, WA, WI Insurance licensed in the following states: CA (Lic. # 4001472) Resident State CA JACOB STALNAKER: Financial Advisor: Wells Fargo Clearing Services, LLC United States: California: Beverly Hills Branch