Deep Enrich
Jacob Danowski CFP® CEPA
635 followers
Arlington Heights, Illinois, United States
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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 2022Inside Account Representative
Jun 2019 - Jan 2022Underwriter
Jan 2016 - Jun 2019Underwriter Trainee
Sept 2015 - Jan 2016
Federated Insurance
Jan 2022 - Jun 2022Marketing Representative
Monroe Financial Partners, Inc.
Jun 2022 - Sept 2022Junior Equity Trader
Savant Wealth Management
Sept 2022 - nowFinancial Advisor
Apr 2024 - nowAssociate Advisor
Sept 2022 - Apr 2024
Licenses & Certifications
- View certificate
Certified Exit Planning Advisor (CEPA)
Exit Planning InstituteAug 2024
- View certificate
Certified Financial Planner (CFP)
CFP BoardAug 2024 
Series 65
FINRASept 2022Securities Industry Essentials (SIE)
FINRAJun 2022
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