Broker Check
Jacob Charlwood, CFP®, AIF®

Jacob Charlwood, CFP®, AIF®

Financial Planner


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Jacob works alongside his team to put his resources and core values to work for his clients.  Jacob focuses his practice around helping his clients pursue independence using customized investment strategies unique to each individual situation.  Jacob was raised in Fredericksburg, VA, and later moved to Richmond, VA, in order to attend VCU.  He enjoys hiking, fishing, all sports, and spending time with family and friends.

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