Jacob Reinhart, ChFC®, MBA
CA Insurance License #0K23308
Financial Advisor
As a financial advisor, Jacob works with individuals and small businesses to provide them with financial planning, wealth management, education funding, risk management, and estate planning strategies. Jacob has been working in the financial services industry since 2007, shortly after returning from a military tour in Iraq. As a financial consultant, he’s able to match his clients’ needs with solutions from over 100 different investment and insurance companies. He takes pride in providing his clients with clarity of the plan and confidence in the process.
Jacob received his bachelor’s degree in finance and economics from the University of Wisconsin – Milwaukee. He continued his education at Cardinal Stritch University and graduated with a Master of Business Administration in 2011. Believing in the benefits of staying current in an ever-changing industry, he has also earned his Chartered Financial Consultant (ChFC) designation.
Jacob and his wife Rachel have been residents of New Berlin since 2008 and are actively involved in the community. Jacob enjoys coaching their 3 children’s soccer and basketball teams, volunteering in local military organizations, and serving as chairman for his church investment committee.