Richard C. Jakotowicz, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Richard C. Jakotowicz, Jr. CFP®

CFA

President

University of Delaware

Benchmark Financial, PO Box 4088
Greenville, DE 19807
(302) 635-9760 CONNECT WITH Richard
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General

Richard Jakotowicz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at University of Delaware in Greenville, DE and the surrounding communities.

Financial Advisor Overview

We believe that everyone should have a formal Financial Plan that coordinates their entire financial well-being. “The Plan”, based on your personal goals and values, should ensure that your investments, taxes, insurance, retirement needs, and estate plan, are all working together intentionally. One simple decision made to your investments has a ripple-on effect to taxes, retirement income, and risk management. Our strategies are designed to optimize the effects that each of these topics has on the others.

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Financial Advisor Experience

I have spent over two decades working in financial planning roles at the JP Morgan Private Bank, TIAA-CREF, and currently at the University of Delaware. Because of my industry expertise and my genuine passion for helping individuals achieve their goals, I give my clients the advice they need and the personalized relationship they want.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

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FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Corporate Finance, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources