Edward Jones - Financial Advisor: Jacob Vehring, CFP®|ChFC®|CEPA®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax-efficient investing

About

Jacob Vehring is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®) based in Madison, Wisconsin. He provides financial planning and investment guidance to individuals and families in the local area. Jacob specializes in retirement preparation, education savings, and tax-smart investing strategies. Through face-to-face consultations, he aims to help clients achieve their financial goals and navigate important life transitions.

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