Jacob Phelps, CFP®

Certified Financial Planner (CFP®)

Jacob Phelps is a Certified Financial Planner (CFP®) who moved to Colorado from Indiana where he grew up in a farming community, but has always loved the outdoors and being in the mountains. He enjoys engaging with both individuals and families to help them achieve their goals by working with them to design a lifestyle that is financially attainable. He believes that every financial plan is different and will work hard to make a plan that works best for you. He also believes that going through the financial planning process will help you become a better financial communicator. Jacob has a passion for and specializes in socially responsible investing, which employs investment strategies that not only take into account traditional risk management and return factors, but also considers a company’s environmental, social and corporate governance factors as well.

Prior to joining Bonfire Financial, Jacob was a financial planner for a firm in Indiana where he helped small business owners and retirees successfully navigate a number of areas in their financial lives including 401(k) plans, extensive tax planning, medicare and social security planning, and portfolio management. He holds a B.S in Agricultural Economics from Purdue University and continues to learn by listening to podcasts and audiobooks. Jacob enjoys being active by way of trail running and hiking and also enjoys spending time and traveling with his wife, Heather. Together they have two Goldendoodles, Bailey and Wrigley, who love to join them on their adventures.

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