St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Jacob Steingrubey has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards.
Steingrubey has nearly 10 years of experience in the financial industry, and has been doing comprehensive financial planning for clients since 2013. When working with clients, he focuses on building life-long relationships and getting to know them and their goals. He believes in the importance of discovering clients’ life goals first, and developing the proper strategies to help them achieve those goals.
“We’re proud to congratulate Jacob for earning his CFP® designation,” said Kent Skornia, President and CEO. “The CFP® is a well-recognized standard, and is a testament to the commitment he has to help clients reach their financial goals, both leading up to and in retirement.”
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
“I want to provide the best possible service to my clients,” said Steingrubey. “Earning the CFP® designation enables me to broaden my professional acumen to better serve clients as I help them accomplish their goals and better understand how to best manage their finances.”
About Krilogy Financial®
Krilogy Financial® is an independent financial services firm focused on developing customized wealth management strategies available to a broad spectrum of clients. From wealth management to wealth accumulation, Krilogy Financial® offers a seamless pathway to unite each client’s complete financial needs in one location. The firm’s expertise is centralized within three key building blocks of financial success: financial planning, portfolio management and insurance services. From 2014 through 2017, Krilogy has been named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the area, as well as the INC 5000 list of the country’s fastest growing companies. The firm was also named among St. Louis’ “Best Places to Work” in 2016 by the St. Louis Business Journal and was listed in the Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For information, call 314.884.2800.
