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Jacob Cate, CRPC®

Jacob Cate, CRPC®

Wealth Advisor

Jacob Cate joined Professional Wealth Advisors in 2019 and brings over 20 years of experience in the financial services industry. His passion lies in helping his clients pursue their retirement goals by organizing their financial homes and creating comprehensive financial plans.

Jacob graduated with a B.A. from Aurora University in 2007 and has been a Chartered Retirement Planning Counselor since 2014. He holds various registrations and licenses, including FINRA Series 6, 63, 7, and 65 through LPL, as well as Life & Disability insurance licenses. Jacob also holds his Property & Casualty insurance licenses and offers a wide range of independent insurance carriers and products to his clients.

In his free time, Jacob enjoys playing and watching sports, barbequing, reading industry specific material, collecting cards, spending quality time with his son, and supporting his father's church in Warrenville, IL.

Favorite quote: “It’s not whether you get knocked down, it’s whether you get back up!” - Vince Lombardi