Jake Stalder
About Me
Jacob Stalder is a CFP® Professional located in Cedar Falls Iowa, serving the community and working virtually with clients across the country. He specializes in providing custom tailored advice only planning experience designed to meet clients where they are at in life, without the need for transferring investments.
Jake graduated from Iowa Wesleyan University in southeast Iowa with a background in psychology and business administration in 2014. Jake earned his CFP® certification in 2021. He has worked in the industry for the past 12 years, mainly serving clients in the Cedar Valley, Des Moines, and southeast Iowa areas, along with clients across the country.
Jake and his wife enjoy traveling, skiing, biking, and are overall outdoor enthusiasts. He gives back to his local community through pro-bono financial planning to non-profit organizations and individuals who otherwise are not able to afford financial planning.
My Planning Process:
Mission Statement
My mission is to empower those seeking financial independence make confident, well-informed decisions about when and how to retire early, through advice that is transparent, confidence building, and free of sales of products. Ultimately, I want to provide an exceptional experience and help individuals uncover steps that can help them achieve their early financial independence goals.
Why I Became an Advisor
I decided to become an advice-only financial planner because I saw a need to help individuals who do not need or seek a traditional advisor get advice and clarity with their situation. I wanted to serve people in a way that is educational and transparent and not product focused, because I believe that is the correct way to approach financial planning.