Jacob Danowski CFP® CEPA

Jacob Danowski CFP® CEPA

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location of Jacob Danowski CFP® CEPAArlington Heights, Illinois, United States

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  • Timeline

  • About me

    Fiduciary and Fee-Only financial planner helping individuals, families, and business owners plan for the future.

  • Education

    • University of Wisconsin-Milwaukee

      -
      Finance
  • Experience

    • MGIC

      Sept 2015 - Jan 2022
      • Inside Account Representative

        Jun 2019 - Jan 2022
      • Underwriter

        Jan 2016 - Jun 2019
      • Underwriter Trainee

        Sept 2015 - Jan 2016
    • Federated Insurance

      Jan 2022 - Jun 2022
      Marketing Representative
    • Monroe Financial Partners, Inc.

      Jun 2022 - Sept 2022
      Junior Equity Trader
    • Savant Wealth Management

      Sept 2022 - now
      • Financial Advisor

        Apr 2024 - now
      • Associate Advisor

        Sept 2022 - Apr 2024
  • Licenses & Certifications

    • Certified Exit Planning Advisor (CEPA)

      Exit Planning Institute
      Aug 2024
      View certificate certificate
    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2024
      View certificate certificate
    • Series 65

      FINRA
      Sept 2022
    • Securities Industry Essentials (SIE)

      FINRA
      Jun 2022