Jakob Hart, RICP®

Jakob Hart, RICP®

Vice President

Visit my web site!

Phone: (941)-355-6646
Fax: (941)355-6893
E-mail:
 

Hello,

I am Jakob Hart, Vice President, and third generation of my family to work at Hart and Hart Financial Services, and New York Life.  I am honored to serve the clients that my family and I have worked so hard for over the years, and excited to help you too.  My goal is to really get to know who you are, what is importatnt to you, and lead you down our proven path of successful financial planning.  If you would like to learn more about who I am outside of work, I encourage you to continue reading.

I am very blessed man.  I was blessed to meet my beautiful wife Andrea, and we are blessed to have a wonderful daughter Piper. They can be found in our office from time to time, especially around lunch hour.  We enjoy just about anything outdoors like going to the beach, camping, hiking, fishing, swimming, and going to parks.  We also have a rescue dog, Oliver, and can be found at the many dog parks in Sarasota. I also enjoy playing golf, ultimate frisbee, and hunting. 

I was born in Sarasota and feel lucky to have lived here most of my life. I attended college at the University of South Florida, where I earned a Bachelor of Science in Finance. Living in one of our nation's best retirement towns, I felt it was imporatnt for me to earn the Retirement Income Certified Professional designation from the American College. 

After graduating from college, I capitalized on an opportunity to travel.  I chose to hike the Appalachian Trail from Pawling, New York to Mt. Katahdin in Maine.  It was about 750 miles, and I got to see a lot of our great country, and meet some great people.  While hiking, I learned that even life's greatest moments can be better when shared with the right people.  I love people, and came home knowing I wanted to get married and start a family soon.  

The thing I enjoy most about my career as a Financial Services Professional is that I get to help my clients achieve their goals.  I get to know them well, and we become a team working together to make the right choices.  Everyone's situation is different, and I approach every client as a unique individual.  I love that I can help them create a path for them to accomplish their financial goals. We create check points to make sure that they are staying on track, and revisit when life throws us a curveball. 

If you are considering Hart and Hart Financial Services for yourself, or someone you know, I look forward to getting to know you.  

Sincerely,

Jakob Hart

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