Jacob Schlicht

WORK HISTORY

EDUCATION

SKILLS

ABOUT JACOB SCHLICHT

launched Kickstand Wealth Advisors in June of 2021 where I now serve as Managing Partner. Kickstand is a wealth advisory firm located in Pittsford, New York, with clients nationwide. Our mission is to bring clarity, perspective, and direction to your financial life. I\'m passionate about coaching families into and through retirement. Prior to starting our own independent firm, I was a Senior Vice President at Merrill Lynch Wealth Management for almost 16 years where we oversaw about $440 million for 225 families.In 2019, I was named to the Forbes/SHOOK \"America\'s Top Next-Generation Wealth Advisors\" list.*I hold the CERTIFIED FINANCIAL PLANNER™ professional designation, which is awarded by the Certified Financial Planner Board of Standards. I have also earned the Chartered Retirement Planning Counselor℠ designation, which gives me a unique skillset in retirement planning, such as Social Security strategies, Medicare plans, tax minimization strategies, generating reliable income from investments, and anything that helps you live a great retirement. My wife Bessie and I have three children; Clara, Gabriel and Jonah. CFP® and CERTIFIED FINANCIAL PLANNER™Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.Investment advisory services offered through Kickstand Wealth Advisors.Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.*Source: Forbes/SHOOK \"America\'s Top Next-Generation Wealth Advisors\" list, July 2018. For more information about the selection criteria, go to http://details-he.re/F7Z3tV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client\'s experience, future performance, or investment outcome.