Jacob Campbell, CFP® | Educo Advisor Group

Jacob Campbell, CFP®

Jacob Campbell, CFP®

Paraplanner

Jacob Campbell is a Paraplanner with Educo Advisor Group, where he assists with the financial planning process, day-to-day operations, and client services. He graduated Summa Cum Laude in 2023 from California University of Pennsylvania with degrees in Accounting and Finance and a minor in Personal Financial Planning. During college, Jacob was a student-athlete on the soccer team, served as a student instructor for the finance department, and competed in the Financial Planning Association’s annual Financial Planning Challenge. Jacob resides in Uniontown. Outside of work, he enjoys fishing, golfing, and coaching high school soccer.

Most Recent Posts

Social Security: When to Claim and How It Fits Into Your Retirement Plan

Social Security is one of the most important financial decisions you will make in retirement,…
September 21, 2026

Retirement Plans for Small Business Owners: Choosing the Right Plan for Your Company

As a small business owner, you are responsible for your own income, your own taxes,…
September 9, 2026

Educo Advisor Group graphic about employer-sponsored retirement plans and maximizing retirement benefits

Employer-Sponsored Retirement Plans: Which One Do You Have and Are You Maximizing It?

If you’re a high earner with access to a workplace retirement plan, you already have…
August 12, 2026

Educo Advisor Group graphic explaining required minimum distributions (RMDs) and why they matter

Required Minimum Distributions (RMDs): What They Are and Why They Matter

RMDs are one of the most misunderstood aspects of retirement planning. Miss one, and the…
June 17, 2026

Educo Advisor Group graphic explaining taxable investment accounts as a flexible foundation for long-term wealth

The Taxable Investment Account: The Flexible Foundation of Long-Term Wealth

A taxable investment account is one of the most flexible investment tools available. No contribution…
June 3, 2026

Educo Advisor Group graphic explaining the Mega Backdoor Roth strategy for high earners

The Mega Backdoor Roth: A Powerful Strategy for High Earners

If you’re already maxing out your 401(k) and are still looking for more ways to…
May 18, 2026

Educo Advisor Group graphic highlighting the HSA as an underrated account in personal finance

The HSA: The Most Underrated Account in Personal Finance

If you have access to a Health Savings Account and you’re not taking full advantage…
May 11, 2026

Educo Advisor Group graphic explaining the Backdoor Roth IRA and how to use it

The Backdoor Roth IRA: What It Is and How to Use It

First, if you’re not familiar with the difference between a Traditional IRA and a Roth…
April 6, 2026

Educo Advisor Group graphic comparing Traditional IRA and Roth IRA retirement accounts

Traditional IRA vs. Roth IRA: Which Is Right for You?

If you’ve ever wondered whetheryou should pay taxes now or later on your retirement savings,…
February 23, 2026