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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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