Jacob Yocco, CFP®
Maximize Your Opportunity with Thoughtful Solutions
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Cardinal Retirement Planning
Jacob Yocco, CFP® He/Him
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Advisor
Norfolk, VA
Serving Clients Nationwide
Maximize Your Opportunity with Thoughtful Solutions
Areas of Focus
- Budgeting
- Estate Planning
- Insurance
- Investment Management
- Retirement Planning
About Me
Jacob began work in the financial services industry as a senior in college. He graduated from the University of North Carolina at Chapel Hill in 2017 with a major in Economics and a minor in Philosophy, Politics, and Economics (PPE). He attained his Series 65 license the next summer and his CERTIFIED FINANCIAL PLANNER™ certification in 2021.As a financial planner, Jacob focuses on retirement income planning, risk management, and estate planning. In his spare time, Jacob can be found watching sports (especially soccer), volunteering with his fraternity and alma mater, or spending time with his wife.
Professional Designations
- Certification in Long-Term Care (CLTC)
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- CFP Board
Primary Location
23510
Meeting Options
- Video Conference
- In-Person
- Phone
- Group Classes
Compensation Methods
- Commissions
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
We’ll spend up to an hour learning about you, your goals, and your needs. This gives us the background needed to clearly propose areas where we can help and offer immediate advice if we can, and gives us both time to be sure our firm is the right fit. There is no fee for the initial meeting and no obligation to contract our services. Whether you’re just beginning to think about planning for retirement, are exploring investment management, or need an independent review of 401(k) options or insurance benefits, we’re here to help. Click the 'Book Intro Call' button above and fill out the form to connect with us. We look forward to helping you!Offers Investment Management
Yes
About our Firm
Originally chartered in 2013, Cardinal Retirement Planning, Inc. provides comprehensive investment advising and management, financial planning, and tax consulting. Doug “Buddy” Amis took over ownership in 2018.In 2018, Buddy began to incorporate work from PhDs, including CIO Anessa Custovic, with backgrounds in quantitative modeling & research and financial econometrics instruction. Cardinal Retirement Planning pairs our sophisticated quantitative research with longstanding principles of financial planning to create holistic plans that are robust enough to weather financial uncertainties but also flexible enough to support life’s surprises. Leverage our experience in financial planning, investment management, and tax planning; Cardinal Retirement Planning’s team of professionals can help you make dollars and sense.
Education
University of North Carolina at Chapel Hill, B.A. Economics
Hobbies and Interests
- Beach
- Board Games
- Computer
- Family
- Reading
- Soccer
- Sports
- Television
- Video Games
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Caregivers
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Educators
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Investors
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Nonprofit Employees
- Physicians
- Special Needs
- Technology Professionals
- Veterans
- Widow
- Women Professionals
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