​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 9 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.​