Jacob Watts, CFP®, CRPC®, APMA®
Jacob has been guiding his clients through tough financial decisions for over 15 years. A KU grad, he works closely with corporate executives and families so they can focus on enjoying their lives and doing what they love. Legacy gained valuable expertise when Jacob joined the firm in 2017. As a CERTIFIED FINANCIAL PLANNER™ professional, Jacob has dedicated himself to being the best financial partner he can be to his clients. He currently serves on the board of directors for the Financial Planning Association of Greater Kansas City and is a member of the National Association of Personal Financial Advisors. He has spent much of the last decade advising executives from local Fortune 500 companies on their corporate retirement plans and compensation packages. Jacob and his wife Laurinda are the parents of 2 daughters, Penny and Charlotte. These days, he has happily traded in much of his golf course time for barbecuing on the weekends with his growing family.
Certifications & Licenses: CERTIFIED FINANCIAL PLANNER™, APMA (Accredited Portfolio Management Advisor), CRPC (Chartered Retirement Planning Counselor), Series 66 Securities License
Email Jacob: email@example.com