Jacob Kipi, CPA
Relator – Learner – Responsibility – Achiever – Focus
As a Wealth Advisory Associate for The Joseph Group Jacob assists a team of advisors in planning, preparing, and executing financial plans for clients. Jacob continues to develop his knowledge in the financial planning industry in order to provide the highest quality service to as many people as possible.
The Joseph Group value that means the most to Jacob is ‘integrity’ because he values being honest, having strong moral principles, and doing the right thing at all times not only for clients, but for everyone that he may encounter.
Jacob received a Bachelor of Science in Business Administration with a specialty in Finance from The Ohio State University. He also is a Certified Public Accountant (CPA) in the state of Ohio. Jacob has always helped friends and family with their financial questions and wants to continue to help as many people as possible in reaching their financial goals and best life.
Jacob lives in Galloway, Ohio with his wife Karla and Goldendoodle Bruno. In his free time, he likes to exercise, spend time with friends and family, go on adventures with his wife, and taking a walk with Bruno on a trail or park. He also loves to travel with his wife with the goal of going to as many different countries as possible.