Jacob Shamban

MEET YOUR ADVISOR

Jacob Shamban, CFP®

Helping you navigate financial decisions with confidence

Jacob is a Certified Financial Planner® professional with 5+ years of experience helping individuals and families make confident, well-informed financial decisions. He works closely with Freeman Linde, CFP®, EA, to provide comprehensive planning and ongoing support while serving his own clients.
Certified Financial Planner
NAPFA Fee-Only Financial Advisor
Fee-Only Network Member
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Is This You?

You may be a good fit if you are wondering:
Am I on track to build the life I want?
How do I create a financial plan that actually fits my goals?
I want a financial plan, but where do I start?
What matters most in my budget?
How do I balance student loans, saving, and investing?
Am I making the right financial decisions for my future?
If any of these sound familiar,
let’s talk about it.
Talk Through Your Situation

Why Work With Jacob

Jacob believes financial planning is about more than numbers; it’s about people, goals, and building a strategy that brings clarity and confidence. He takes time to listen, understand what matters most, and create plans that help clients move forward with purpose.

BEST FIT FOR:

  • Young professionals earlier in their financial journey
  • Individuals & families seeking confidence in their plan
  • Those looking for ongoing support & guidance
  • People seeking a comprehensive financial plan

Credentials That Matter

Fiduciary Financial Advisor

A Little More About Jacob

Outside the office, Jacob enjoys staying active and spending time with family and friends. A lifelong baseball player, he continued playing through college and still enjoys following the game today. He is actively involved in his church, enjoys playing guitar, and values the relationships and community that have shaped his life.
Jacob recently got engaged to his fiancée, Emma, and the two are excited to be married this fall. As he plans for this next chapter himself, he understands many of the financial decisions and life transitions that young professionals and growing families face.

What Happens After You Schedule

Free Discovery Meeting

We learn about your situation, goals, concerns, and what prompted you to reach out.

Free Strategy Session

We gather more details and identify the key planning opportunities.

You Decide

You take time to decide when the right time to begin is. Then you let us know.

The first step is easy.
Schedule Discovery Meeting

Common Questions

Absolutely not. Please feel free to bring any documents, figures, or questions you may have. But, no prep is required for our Discovery meeting.
They are! We believe the best relationships take time. To make sure you feel comfortable with our team and where we are headed, the first two meetings are completely free.
NEVER. Our fee-only fiduciary commitment ensures that every decision is in your best interest, and our advisors do not earn commission on any products, ever.
That’s okay! We understand the timing isn’t always perfect to get started right away. However, we always encourage people to go through our Discovery process sooner rather than later.
See Full Team

Have questions about your financial plan? Please don’t hesitate to contact us.

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