Money should do something…
Wealth management isn’t just about accumulating capital;
it’s about using it to leave the world better than you found it.
Jacob Faulstich, CFP®, CPWA®, CAP®
I’m a CERTIFIED FINANCIAL PLANNER® professional, Certified Private Wealth Advisor® consultant, and Chartered Advisor in Philanthropy® with an M.S. in Financial Planning and 15 years of experience across wealth management, cause marketing, and team leadership. My focus: helping individuals and families — especially next-gen wealth holders — turn capital into real, lasting impact.
I simplify to the essentials, dive into the details while staying relatable, and challenge convention. Galvanized by my principles and fiduciary standard, I coach colleagues and guide clients to make money work for its highest purpose.
Off the clock, I’m a husband, step-father, art and design lover, and collector of American Traditional tattoos. You’ll usually find me outdoors (hiking, fishing, shooting) or traveling to find a good meal and a pool to lounge by.
Wealth Management
Money should do something — Grow it. Protect it. Structure it to work for its highest purpose.
Core Skill:
Strategic Financial Planning
Philanthropic Strategy
Personal convictions fuel thoughtful giving strategies, family alignment, and durable impact. Translating values into action to leave the world better than you found it.
Core Skill:
Translating Values Into Action
Next-Gen Engagement
Clarity, context, and the confidence to carry wealth forward responsibly. Preparing the next-gen to steward, not just inherit.
Core Skill:
Teaching and Coaching
Timeline
2022-26 :: Financial Consultant, Fidelity Investments
2026 :: Certified Private Wealth Advisor® certificant
2026 :: Certified Private Wealth Advisor® course, University of Chicago Booth School of Business
2026 :: Alumni Spotlight, College for Financial Planning
2025 :: MS Candidate Mentor, College for Financial Planning
2025 :: Chartered Advisor in Philanthropy® certificant
2024 :: Wealth Management Certified Professional certificant
2023 :: Fundamentals of Alternative Investments Certificate Program, CAIA
2022 :: Excellence in Action Award, Fidelity Investments
2022 :: Masters of Science, Personal Financial Planning | College for Financial Planning
2021 :: Accredited Behavioral Finance Professional℠ certificant
2021 :: Chartered SRI Counselor™ certificant
2021 :: CERTIFIED FINANCIAL PLANNER® certificant
2020 :: Recognition in Service Excellence (RISE) Award, Empower Retirement
2020 :: Bachelors of Science, Business Management | Western Governors University
2019-22 :: Retirement Plan Advisor, Empower Retirement
2019 :: PS1 Training, Morgan Stanley
2018 :: FINRA Series 7 & 66 / CA Insurance Salesperson
2018-19 :: Financial Advisor, Morgan Stanley
2011-2018 :: Marketing Consultant, Freelance
2015-18 :: Sr. Project Manager, Sapient Razorfish (Rosetta)
2017 :: Canter USA // Website UX, Design, Build
2016 :: Samsung Galaxy S7 Launch // Project Management of Digital, Retail Video
2016 :: Rosetta Causes, Rosetta Marketing Group // Project Concept, Strategy
2015 :: Social Media Strategy Audit, IQMS ERP // Research, Presentation
2011-14 :: Account Manager, Cause Media Group
2014 :: Malaria Sucks, Malaria No More // Digital Project Management
2013 :: Make It Happen, Schusterman Philanthropic Network // Digital Project Management
2013 :: Chris Burkard and Slime Tire Sealant // Social Media Content and Management
2012 :: Ultimate Host Contest, Sterling Vineyards // Digital Project Management
2011 :: Ronald McDonald House New York // Social Media Content and Management
2004 :: Eagle Scout, Scouts BSA