Jakob Hart, RICP®

Jakob Hart, RICP®

President
Office: 941.355.6646
Fax: 941.355.6893
E-mail:
Website: www.newyorklife.com/agent/jhart1
 

Hello,

I am Jakob Hart, President, and third generation of my family to work at Hart & 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, understand what is important 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 wife Andrea, and we are blessed to have a two wonderful children, Piper and James. They can be found in our office from time to time.  We enjoy just about anything outdoors like going to the beach, camping, hiking, fishing, swimming, and going to parks.  We have two dogs, Oliver and Tonka.  I also enjoy playing golf, ultimate frisbee, and hunting. 

I think being involved and giving back is very important.  I serve on the Board of Directors as Secretary for Suncoast School for Innovative Studies,  I am on the Endowment Fund Committee for the Shahib Shiners, Sarasota's Shriner's Club. I am Vice President of Business by the Bay, a local BNI chapter.  I am a member of Sertoma Kids of Greater Sarasota.  I also serve on the Agents Advisory Committee for New York Life Tamp General Office.  My past positions induce; Finance Committee for Sahib Shiners 2021, Board of directors for Gulf Coast Chapter of National Association of Insurance and Financial Advisors- 2019, Secretary  of Business by the Bay-2018, President of Business by the Bay-2016, Vice President of Business by the Bay-2014. 

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 important for me to earn the Retirement Income Certified Professional designation from the American College. I am currently in school studying to be a Certified Financial Planner. 

After graduating from college, I capitalized on an opportunity to travel. I chose to hike the Appalachian Trail, and I hiked from Pawling, New York to Mt. Katahdin in Maine.  It was about 750 miles, and took 71 days!.  I got to see a lot of our great country, and meet some great people.  While hiking, I learned a lot! One of my biggest take-aways was that setting goals and creating a plan to achieve them can keep you focused and help you go far!  

The thing I enjoy most about my career as a Financial Advisor is that I get to help my clients set and achieve their goals. I 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 curve ball.  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.  

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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