Jacob Buckley, CDFA®, MBA is a Wealth Advisor at Family Financial Partners, Inc. — a financial services firm in Lexington, Kentucky.
Jacob is originally from New Castle, Kentucky which is on the outskirts of Louisville. Growing up in a rural farming community, Jacob saw firsthand the significant need for financial planning and investment services and the impact that it can have. He has devoted his life to helping families and individuals along their financial journey.
Jacob attended the University of Kentucky and graduated with two Bachelor’s degrees in Finance and Accounting. He also earned his MBA from Morehead State University.
Jacob holds the Certified Divorce Financial Analyst (CDFA®) designation. As a CDFA® professional, Jacob has specialized knowledge in financial issues that arise during divorce. He guides clients through the emotional divorce process and helps clients (and their attorneys) make sense of the financial impact of divorce.
Jacob spends most of his free time making memories with his family. His wife, Savannah, is a Travel Agent at The Travel Agency, LLC. They have two beautiful daughters, Myla and Emma, who keep them very busy. His family has a passion for travel, Keeneland, sports, and enjoying the outdoors. Jacob is an avid fan of the Kentucky Wildcats and Cincinnati Bengals.
Articles by Jacob
How to take the guesswork out of your spending
Pop quiz: How much do you spend at the grocery monthly?
I’m serious — I want you to take a guess, and then I want you to look at your credit card statement and see how close you were to the right answer.
Have a plan to tackle your 2023 taxes
At FFP, we take a bulk of that work off of our clients, prepping and sending documents directly to them and their CPA. We take a very coordinated approach to this — we don’t want the client to have to be the middleman. It’s simple for me to jump on a conference call with a CPA and make sure everybody’s on the same page and we have an open line of communication.
Ring in 2024 with confidence: An end-of-year finance checklist
It’s hard to believe that we’ve made it to the end of another year. Amidst the hustle of the holidays, I want to encourage you to stay diligent about your financial plan. Here is a little end-of-year to-do list that will help set you up for continued success in 2024.