Jacob Pritchard 1
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Notable

  • 2 Years of Financial Services Experience

  • Member of Financial Planning Association

Contact

  • 678-797-3768

  • Email Jacob

Jacob Pritchard
Financial Planner

Jacob Pritchard is a Financial Planner for Henssler Financial. Mr. Pritchard joined the firm in January 2020, where he assists Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Senior Financial Planner Josh Weidie, CWS®, with reviewing client asset allocation, client cash flow projections, processing client information, and client services support duties.

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.

Jacob Pritchard 1

Jacob Pritchard
Financial Planner

  • Download Bio

Jacob Pritchard is a Financial Planner for Henssler Financial. Mr. Pritchard joined the firm in January 2020, where he assists Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Senior Financial Planner Josh Weidie, CWS®, with reviewing client asset allocation, client cash flow projections, processing client information, and client services support duties.

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.

Notable

  • 2 Years of Financial Services Experience

  • Member of Financial Planning Association

Contact

  • 678-797-3768

  • Email Jacob

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