Jacob C. Soener, CFP®

Jacob recently earned his Certified Financial Planner™ (CFP®) professional designation, and finished his Bachelor’s Degree in Personal Finance with a concentration in Financial Planning from The University of Wisconsin-Madison.  After interning with CLF for a summer, he joined the team full-time after graduation in May 2019.  His focus is on client relations, investment analysis, and administrative coordination.  In his free time,  Jacob enjoys playing music, keeping up with Wisconsin sports, and traveling.



The University of Wisconsin – Madison


999 Fourier Dr. #301
Madison, WI 53717