Verified recordFinancial Services

Jacob Tell

Financial Planner at Domain Money

Based in Minneapolis, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Minneapolis

Industry

Financial Services

Company size

52

Contact information

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Email

1 credit

j•••••••@bitly.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jacob Tell

I am a dedicated financial planning professional with a passion for both people and numbers. My career in wealth management has afforded me the opportunity to gain valuable experience providing exceptional client service, preparing financial plans, and analyzing investment portfolios. Having recently passed the CFP® Exam, I am excited to continue helping people simplify their financial lives while tackling their most pressing goals. When I'm not reading about tax-efficient distribution strategies, I enjoy spending time with family and friends, golfing, and cheering on my Minnesota Vikings and Twins. I'd love to connect! Please feel welcome to reach me at jacob.aaron.tell@gmail.com.

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