Profile

Mr. Kevin Jacobs, CFP®, EA

Owner,
Step By Step Financial, LLC

Contact Details

Step By Step Financial, LLC
121 W Commercial St
Broken Arrow, OK 74012-4012
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Primary: 918.806.1030
Mobile: 918.806.6596

Social Links


Bio

-CERTIFIED FINANCIAL PLANNER™ Professional since 2008
-Enrolled Agent since 2010
-NAPFA (National Association of Personal Financial Advisors) Member since 2008
-ACA (Alliance of Comprehensive Planners) Member since 2008
-Licensed Life and Health Insurance Agent in Oklahoma (I have this so I can give advice about insurance but I do not earn commissions from insurance products.)
-FINRA Series 65 Licensed since 2007

Specialties: Serving the tax planning and financial planning needs of pre-retired married couples.

Professional Credentials/Designations

CFP®, EA

Serving Clients Living In

AR, CO, OK, TN

Accepting New Clients

Yes

Offers Remote Appointments

Yes

Job History

Alliance of Comprehensive Planners
Owner/ Member
January 2008 - present

Step By Step Financial LLC
Owner
Broken Arrow, OK, United States
December 2007 - present

HR Block
Tax Preparer
Memphis, TN, United States
December 2007 - February 2008

Shoemaker Financial
Financial Advisor
Germantown, TN, United States
October 2005 - November 2007

HR Block
Tax Preparer
Memphis, TN, United States
December 2004 - February 2005

St. Francis of Assisi Catholic Church
Youth Minister
Cordova, TN, United States
August 2002 - January 2005

Holy Rosary Catholic Church and School
Youth Minister and Teacher
Memphis, TN, United States
July 2000 - April 2002

National Evangelization Team
Volunteer
West St. Paul, MN, United States
August 1995 - March 1996