Jacob LaRue, CFP®
Hi there! I’m Jacob LaRue, CFP®, a Wealth Manager from Minneapolis, MN, passionate about providing tailored retirement planning services to MedTech employees and their families. As part of the Perspective 6 Wealth Advisors, I assist in comprehensive financial plan development, investment management, and running client review meetings. With focus areas across retirement income planning, Social Security analysis, and retirement distribution analysis, I’m dedicated to helping clients achieve financial freedom in retirement.
Minneapolis, MN
Perspective 6
Wealth Advisors
We guide people to financial freedom by helping align their money with their values. Founded by Matt Nelson in 2006, Perspective 6 Wealth Advisors has spent nearly two decades helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. The Perspective 6 name comes from the art world. In a six-point perspective, the viewer sees a complete 360-degree view on a single surface. Similarly, Perspective 6 Wealth Advisors takes a 360-degree look at your entire life to help clients make smart decisions with their money.
“As people, we all have different goals in life. I love helping each client create their specific path to achieving their goals.”
How can I help?
Retirement Planning
Financial Planning & Analysis
Income Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Jacob.
Get to know Jacob
Jacob LaRue, CFP®, a Wealth Manager from Minneapolis, MN, has spent nearly a decade providing tailored retirement planning services to MedTech employees and their families. As a Bachelor of Science in Financial Planning at Western Kentucky University, Jacob became passionate about financial literacy and how he could help others manage their finances more efficiently. His desire to help others through comprehensive financial planning led him to join Perspective 6 Wealth Advisors as a Financial Advisor in 2016. Since then, he’s been dedicated to helping families and individuals pursue their personal and financial goals.
In addition to his CFP® certification, Jacob has specialized knowledge in:
Employee Benefits
Retirement Income Planning
Social Security Analysis
Pension Analysis
Retirement Distribution Analysis
He also serves on the Perspective 6 Wealth Advisors Investment Committee.
Outside of work, Jacob loves to spend time with his family, Haley, Jace, Maeve, Kyler, and their cat, Kitty. Together, the family enjoys traveling, playing sports, and trying new local foods and shops. Jacob also enjoys baseball, golf, and playing on a local flag football team.
Book a 30-min introductory call with Jacob.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Perspective 6 Wealth Advisors is an investment advisory team representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Perspective 6 Wealth Advisors is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.
