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Jacob Fenlason, CFP®

Jacob Fenlason, CFP®

Client Relationship Manager

As a Client Relationship Manager, Jacob is responsible for overseeing the client Annual Review process and coordinating the support staff.  Additionally, he is responsible for the creation and implementation of financial plans and associated analyses.

Jacob began his full time career with our Team after working as a Planner Assistant while attending college.  

Jake studied for and successfully passed the CFP® exam in November 2019.

Education and Certifications
Bachelor’s degree in Business Administration from Towson University
CERTIFIED FINANCIAL PLANNER™ Professional
Series 7 securities registered 
Life and Health Insurance licensed

*Jacob Fenalson maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals. He is not currently contracted to provide investment advisory or financial planning services directly to an LFA client.