Jacob’s Approach
Jacob W. Strucel
CFP®
Financial Advisor
Overview
Financial advisor Jacob Strucel works in our St. Paul, Minnesota, office, where he helps individuals and families bring clarity and confidence to their financial lives. A CERTIFIED FINANCIAL PLANNER® professional, he partners with clients who are building toward retirement or preparing for it within the next five to 10 years, helping them simplify complex financial decisions and stay aligned with their long-term goals as life evolves.
Jacob began his career in financial services after earning a bachelor’s degree in personal finance with a financial planning emphasis from the University of Wisconsin–Madison. He entered the industry in 2024 and gained early experience through an internship with Vanguard in its Personal Advisor Services department, where he supported comprehensive planning for a broad range of clients. He later worked as an associate advisor at a small registered investment advisory firm in St. Paul, where he deepened his experience in client relationships, cash flow planning, and long-term strategy development.
Originally from Pewaukee, Wisconsin, Jacob is the oldest of three brothers. He stays active through regular workouts at the gym and by playing golf. He also has a strong passion for music and enjoys playing both the drums and guitar in his free time.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Wisconsin–Madison
Bachelor of Science in Personal Finance with a Financial Planning emphasis
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.