Jacob C. Rich,  CFP<sup>&reg;</sup> - Financial Advisor

Jacob C. Rich, CFP®

President

Capstone Wealth Advisors

5875 Castle Creek Parkway North Dr, Ste 290
Indianapolis, IN 46250-4358
FINANCIAL ADVISOR'S WEBSITE
(317) 577-8233 CONNECT WITH Jacob
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General

Jacob Rich is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capstone Wealth Advisors in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Life Planning, Retirement, Succession Planning, Personal Taxes

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