Jacob A. Charlwood is a Certified Financial Planner™ and Accredited Investment Fiduciary®. Jacob’s primary focuses are to help his clients organize their thoughts and passions and to provide education on what is available to help them pursue their dreams and goals. By working with an independent firm, Capitol Financial Solutions, he has the flexibility to review all products and strategies available in the marketplace and bring the best options to his clients. Jacob is also licensed to sell insurance and securities in Virginia, New Hampshire, Texas, New York and Maryland.
When Jacob is not at the office, he is enjoying life in Brandermill, VA with his wife Scarlet, two children Charlotte and Jonah, and Dachshund Rosie! He is also an avid golfer and diehard New England sports fan. The Charlwood’s enjoy traveling to see family in New England and visiting National Parks.
Professional Qualifications
- Virginia Commonwealth University School of Business, Business Administration and Management 2015
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
- FINRA Series 66 Securities License
- FINRA Series 7 Securities License
Life/Health/Long-Term Care Insurance Licensed
