Jacob Pritchard, CFP®
Senior Financial Planner
Jacob Pritchard, CFP®, is a Senior Financial Planner for Henssler Financial, supporting Managing Associate Jarrett McKenzie CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®. His responsibilities include assisting with client cash flow projections, financial planning, processing client information, and client meeting preparation.
Mr. Pritchard joined the firm in January 2020, as a Financial Planner, providing support with meeting preparation, processing client information, and client support services. He was promoted to Senior Financial Planner in 2024.
Prior to joining Henssler, Mr. Pritchard was a Paraplanner for Turnkey Planning Solutions, where he worked with advisers across the nation to provide holistic planning support across all areas of financial planning. He supported advisers by producing comprehensive financial plans for clients, which included net worth statements, cash flow projections, 401(K) allocation reviews, and pension analyzes. He also contributed to financial advisory meetings, by walking clients through custom-built portals, which provided detailed information on their financial situation.
Throughout his college career, Mr. Pritchard interned at SignatureFD, where he provided planning support to assist advisers in preparation for client meetings. Mr. Pritchard was also involved in the Volunteer Income Tax Assistance Program and served as a Teaching Assistant for the retirement planning classes offered.
Mr. Pritchard earned his Bachelor of Science in Family Consumer Sciences, Financial Planning, from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ Certificant.
Jacob Pritchard, CFP®
Senior Financial Planner
Jacob Pritchard, CFP®, is a Senior Financial Planner for Henssler Financial, supporting Managing Associate Jarrett McKenzie CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®. His responsibilities include assisting with client cash flow projections, financial planning, processing client information, and client meeting preparation.
Mr. Pritchard joined the firm in January 2020, as a Financial Planner, providing support with meeting preparation, processing client information, and client support services. He was promoted to Senior Financial Planner in 2024.
Prior to joining Henssler, Mr. Pritchard was a Paraplanner for Turnkey Planning Solutions, where he worked with advisers across the nation to provide holistic planning support across all areas of financial planning. He supported advisers by producing comprehensive financial plans for clients, which included net worth statements, cash flow projections, 401(K) allocation reviews, and pension analyzes. He also contributed to financial advisory meetings, by walking clients through custom-built portals, which provided detailed information on their financial situation.
Throughout his college career, Mr. Pritchard interned at SignatureFD, where he provided planning support to assist advisers in preparation for client meetings. Mr. Pritchard was also involved in the Volunteer Income Tax Assistance Program and served as a Teaching Assistant for the retirement planning classes offered.
Mr. Pritchard earned his Bachelor of Science in Family Consumer Sciences, Financial Planning, from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ Certificant
Notable
CERTIFIED FINANCIAL PLANNER™ Certificant
6 Years of Financial Services Experience
Member of Financial Planning Association