Richard Jakotowicz, CFP®, CFA®, MSF Benchmark Financial, LLC

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About Richard Jakotowicz, CFP®, CFA®, MSF

Hello, I’m Rich Jakotowicz and I am the founder of Benchmark Financial, where I help families secure their financial future. I started Benchmark Financial so that I can give my clients the best possible advice given their specific set of circumstances. I have met too many people who received poor financial advice or were sold financial products that were not appropriate for them. It shouldn’t be that way. I formed Benchmark Financial to provide wealth management services as a fully independent adviser who can make decisions with my clients best interest in mind.

I have spent over two decades working and teaching financial planning at the JP Morgan Private Bank, TIAA-CREF, and currently at the University of Delaware. Because of my industry expertise and my genuine passion for helping individuals achieve their goals, I give my clients the advice they need and the personalized relationship they want.

When I’m not working, I can be found playing with my kids in the yard or at the beach. I live in Greenville, Delaware with my wife, two sons, and our dog, Buddy.

In addition to working with my clients, I am a Financial Planning Instructor at the University of Delaware. My responsibilities at the university also include:

– Director of the Financial Planning and Wealth Management Major
– Director of the Geltzeiler Trading Center
– Adviser to the Blue Hen Investment Club
– My University of Delaware website: sites.udel.edu/richj

My involvement in the community:

– Member of the CFA Society of Philadelphia Board of Directors
– Member of the A.I. DuPont Hospital for Children Planned Giving Committee
– Member of the Appoquinimink School District NAF Academy Board
– Member of the St. Anthony of Padua Grade School Board
– Member of the Financial Planning Association of Philadelphia
– Member of the Delaware Society for Financial Services Professionals

My financial credentials:

– Certified Financial Planner (CFP®)
– Chartered Financial Analyst (CFA)
– Masters Degree in Finance

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Ideal Clients

  • Baby Boomers
  • Educators, Teachers, and Academics
  • IT Professionals
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • AUM: 0.95%

SEC Records

States Registered

  • Delaware

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