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Our financial advice team


Meg Jakubik

Meg Jakubik

CFP®, CRPC®

Private Wealth Advisor

Prism Wealth Management
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 39 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies

Interests

Travel, fitness and music

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • St. Cloud State University - B.S. English
Newsletter

to receive my newsletters and other financial and market information

Community participation

Best Prep – I meet with children in the Minneapolis metro area school districts to teach financial literacy.