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Winfred Jacob, CFP®, ChFC®

Winfred Jacob

Win joined Level in 2016 as a Senior Financial Advisor. He has over 30 years of experience in the financial services industry. Prior to joining the firm, Win was a partner for Frontier Financial Group, LLC a successful financial planning firm he co-founded in Wellsville, NY.  He is strongly committed to the concept that wealth is not an end — in and of itself — but a tool that, when well-managed, supports our life goals and helps people reach their full potential. In addition, he provides financial advisory services to employer sponsored retirement plans (e.g. 401(k)) and financial wellness workshops for employer groups and charitable organizations.

Win graduated with honors from the Rochester Institute of Technology with a BA in Business Administration and has achieved the Certified Financial Planner (CFP®) designation from the Certified Financial Planning Board of Standards as well as Chartered Financial Consultant (ChFC®) from The American College.

Win has served as the curriculum coordinator and full time lecturer within the Financial Planning department at Alfred State College. He collaborated with Alfred State and the CFP® Board of Standards to design the curriculum and launch ASC’s registered four-year undergraduate degree program in Financial Planning.

Win continues to manage our client-base in the southern tier, while spending a majority of his time in our Amherst offices.

Win and his wife Deb reside in Wellsville, NY.  Their family includes four amazing grown children and one granddaughter who knows everything.  They enjoy the natural beauty of Allegany County and actively support a number of charitable interests.