Jacob Suberman, CFP

As a CERTIFIED FINANCIAL PLANNER®, Jacob offers a comprehensive understanding of investment products and financial strategies to help both individuals and businesses build lasting financial well-being, through informed decision-making and personalized solutions. His experience in investment advisory spaces equips him with a diverse skill set to serve clients in managing portfolios, navigating liquidity needs, and providing sound wealth planning services. Jacob’s personal mission is to simplify the financial decision-making process and help clients feel confident in their ability to successfully navigate the complexities of wealth management. He prides himself on making the investment planning process simple and transparent, striving to ensure his clients fully understand their options and feel empowered to make informed decisions. Fairness is at the core of Jacob's approach, and he is committed to providing objective advice that puts his clients' best interests first. Joining Wells Fargo Advisors in 2016, Jacob partnered with two experienced financial advisors before expanding his expertise to become a CFP® professional, a credential representing the highest standard of excellence in the financial planning industry. He has a Business degree from Florida State University. He and his wife, Emily, live in the Winter Garden, FL area. Jacob enjoys staying active by playing various sports and riding bikes with Emily on the West Orange Trail.