Jacob Halfhill
Financial Advisor|CFP®
About me:
Education & Certifications:
- Certified Financial Planner (CFP Board Profile)
- FINRA Series 6, 7, & 63 (BrokerCheck)
- Purdue University, B.S. Finance, Honors College Graduate
Background & Expertise:
Jacob grew up in a suburb of Pittsburgh and attended Purdue University, in Indiana. Jacob specializes in providing personalized, strategic advice to help clients identify and avoid potential obstacles that may exist on the path to achieving their financial goals. In his financial advisory practice, Jacob provides comprehensive financial planning services in which she creatively leverages a variety of financial products and services to proactively address each client's individualized insurance, investing, savings, tax-efficient strategies, education planning, and retirement planning needs. By utilizing a goal-based approach to financial planning, Jacob ensures that her clients’ intentions have been understood and their needs are being addressed head-on.
Personal:
Jacob enjoys having ties both the Midwest and East Coast. In the same vein, travel and life experiences are things that Jacob holds near and dear to his heart. He is very intentional about creating meaningful memories for himself and those around him.
Jacob enjoys spending time with loved ones and friends. He can often be found playing golf, pickle ball, and attending various events around the country.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
