Andrew S. Jacobs

ChFC®, AIF®, RICP®, CLTC®, CPFA®

Andy Jacobs is a Senior Partner at Jacobs Financial and combines professional expertise with the personal, values-based approach that defines the family-owned firm. He helps business owners, families, and individuals plan confidently for retirement and life beyond work.

His approach to planning focuses on aligning financial strategy with each client’s unique story and goals. Andy believes in listening first, planning second, and evolving always so clients can enjoy their lives today while feeling confident about tomorrow. Whether guiding a business owner through succession planning or helping a family plan for retirement and education expenses, he remains committed to building long-term, trust-based relationships.

Andrew is a graduate of St. Cloud State University and resides in St. Cloud, Minnesota with his wife Angie, son Mason, and daughter Leah. He is an active member of the St. Cloud Area Chamber of Commerce, River City Referral Professionals, NAIFA (National Association of Insurance and Financial Advisors), Finseca, and NAPA (National Association of Plan Advisors). Outside of work, he enjoys lake time, golfing, traveling, attending community charity and sporting events, and spending quality time with friends and family.

Andrew is a registered representative of Cetera Wealth Services LLC, and investment adviser representative of Cetera Investment Advisers LLC.