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Jake Kuebler
My job comes with a mixture of technical skills and personal interaction. I get to bring out my nerdy side when it comes to crunching numbers or finding money-saving strategies, but I get to use those results to build relationships. Knowing my work with a client has made a difference in their life or helped them reach a goal is a great reward.

Profile: Jacob (Jake) Kuebler

Alumni
Certified Financial Planner

For Jacob Kuebler, financial planning is a passion. “The greatest satisfaction I get is the feedback I get from clients,” said Kuebler. “My job comes with a mixture of technical skills and personal interaction. I get to bring out my nerdy side when it comes to crunching numbers or finding money-saving strategies, but I get to use those results to build relationships. Knowing my work with a client has made a difference in their life or helped them reach a goal is a great reward.”

Kuebler said he feels he owes much of his early success to the professors and mentors he had in ACE. His experience in the department helped prepare him in several ways.

“I gained technical skills which gave me a good foundation to build on,” he said. “I also developed a desire to continue learning. Continued development is important for everyone. Finally, I met a lot of professionals in industry and began developing a professional network.”

He continued, “One of the most vivid memories I have is my initial excitement over finding a career I was passionate about. I wanted to find out as much as I possibly could, talk to anyone who was in the industry, and read everything I could find about how to be successful. It was exhilarating to find a passion and a relief to feel like something fit.

“Students who have a strong interest in technical skills like finances, economics and taxes, along with good people skills and a strong desire to help others, should consider financial planning,” Kuebler concluded. “You have the potential to make a big difference in the lives of your clients, which is extremely rewarding personally and professionally.”