Financial Counsel@ Modera Wealth Management
Harvest, Alabama, United States
Jacob Burleson, CFP®
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Georgia Institute of Technology
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Tell me more about Jacob Burleson, CFP®?
FlashIntel GPTJacob Burleson, CFP(r) is a highly experienced professional with 16.2 years of work experience. He specializes in Kaizen, lean manufacturing, APQP, manufacturing, and continuous improvement. Based in Georgia, specifically in Alabama, Jacob is a dedicated team member at Modera Wealth Management, where he delivers customized solutions to clients seeking financial counsel. His goal is to provide excellent service and clear and customized information to each client's specific needs and goals. Jacob's firm operates on a fee-only model that puts clients' needs ahead of their own.
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About
I am part of a dedicated team that delivers highly customized solutions to clients seeking financial counsel. My goal is to provide excellent, attentive service, and to ensure that the information and advice I deliver is clear and customized to each client’s specific needs and goals. Our firm operates on a fee-only model that puts our clients’ needs ahead of our own. Due to regulatory considerations, please note that I cannot accept any endorsements or recommendations. As a result, please do not endorse Modera Wealth Management, LLC or me or post any endorsements of either on my LinkedIn page. Also, please be advised that Modera Wealth Management, LLC and I are not responsible for any post here by any third party and do not encourage anyone to post here on our behalf.
...See MoreWork Experience
Financial Counsel
Financial Services
Jacob Burleson, CFP®'s Professional Milestones
- Manufacturing Engineer (2014-10-01~2018-09-01): Streamlined production processes to increase efficiency and cost savings.
- Financial Counsel (2018-09-01~): Developed comprehensive strategic plans to drive company growth and maximize business opportunities.
Education
Mechanical Engineer
1009843200-1167609600Skill
Kaizen
Lean Manufacturing
Apqp
Manufacturing
Continuous Improvement
Ppap
5s
Fmea
Value Stream Mapping
Certification
Colleagues
Laurie (Hartman) Vitali
c-suite officer | chief people officer chro | talent management & human resources
Anna L.
director of growth initiatives principal
Karen Keatley, CFA, CFP®
principal and chief wealth management officer
Charles P. Boinske, CFA
chief visionary officer i wealth manager i global keynote speaker i podcaster
George Padula
Principal | Wealth Manager | Chief Investment Officer
Other Named Jacob Burleson, CFP®
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Jacob Burleson, CFP®'s social media include: Linkedin,
Jacob Burleson, CFP® works for Modera Wealth Management
Jacob Burleson, CFP®'s role in Modera Wealth Management is Financial Counsel
Jacob Burleson, CFP® works in the industry of Financial Services
Jacob Burleson, CFP®'s colleagues are Laurie (Hartman) Vitali,Anna L.,Karen Keatley, CFA, CFP®
Jacob Burleson, CFP®'s latest job experience is Financial Counsel at Modera Wealth Management
Jacob Burleson, CFP®'s latest education in Georgia Institute of Technology
