Jacob Herd

JACOB HERD, CFP®

Associate Wealth Management Advisor

 

Jacob works closely alongside QA’s lead advisors to help clients prudently design, implement and achieve their financial goals and objectives.

Prior to QA Wealth Management, Jacob most recently worked as a Registered Client Associate at RBC Wealth Management where he primarily focused on constructing financial plans and client service operations. Jacob earned his BA in Financial Economics from Gustavus Adolphus College and then went on to obtain his CFP® certification.

In his free time, Jacob enjoys exploring the local restaurant scene with his wife, Anna, spending time at their family cabin and going on walks with their dog. They currently reside in St. Louis Park.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner, CFP® (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.