Jacob Bierstedt, CFP®, ChFC®

I started my career in the financial industry in 2012 at Ameriprise Financial.

There, I learned the importance of taking a holistic approach to financial planning. I carried that knowledge and experience when I transitioned to Northwestern Mutual. At Northwestern Mutual, I discovered that while accumulating assets for the future is crucial, unforeseen events can quickly derail your progress if you're unprepared. That's why I went all out to earn the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Consultant® (ChFC®) designations while at Northwestern Mutual. These designations equipped me to answer the increasingly complex financial planning questions facing individuals and families today. Studying for them also made me realize how much I didn't know about investments, insurance, and financial planning strategies. Earning the CFP® and ChFC® designations gave me the confidence that I have the knowledge to help. My educational background also played a significant role in shaping my career path. I graduated from Brigham Young University - Idaho with a Business Management degree, where I focused on Finance and Supply Chain Management. These areas of study helped me realize my passion for working with numbers and teaching others about the power of planning and organization. Since 2017, I've worked with David S. Dixon, CFP® at Dixon Financial Group, LLC. I assisted David with the administrative aspects of financial planning, primarily focusing on clients' Retirement Income Plans. These plans help clients understand how to convert their retirement savings into retirement income. David and I firmly believe that using dividend-paying investments increases the likelihood of growth and provides a Real Return for each client. In early 2023, I became an LPL Financial Advisor, where I now work directly with clients. As I build my financial planning practice, I primarily focus on educating young professionals and entrepreneurs. I help them manage risks and create a more confident financial future. Whether it's explaining the complexities of their employee benefits package or the rules surrounding retirement accounts, I'm here to help them avoid costly mistakes. Family time is crucial to me as a husband and father. They've been incredibly supportive of my development, cheering me on during early morning runs and competitions. Running, including completing my first half marathon (Revel Mt. Charleston) in 2022, has given me a fresh perspective. Now, I run as a reminder that I can conquer challenges daily. As Nick Bare, the founder of BPN Supplements, says, "Prove Yourself Right."