Jacob Collas Weisberg
Financial Representative
Professional
As a financial representative, I build lasting relationships in the community while helping my clients achieve financial security. I work to bring value to my clients and their families that they otherwise would not have. Professionally, I have continued to train in my professional career to better serve my clients. In addition to being a Financial Representative, I have achieved a Certified Long Term Care Specialist certification (CLTC). Certifications like this one give me the tools to better assist my clients with their defensive and offensive planning.
Education
Bachelor of Science in Business Administration from University of Florida
Personal
I have been with Northwestern Mutual for 11 years and have been proud to represent a leading institution in the financial services industry for the last 165 years. Being a Southwest Florida native, I attended Canterbury School in Fort Myers and then went on to my college career at The University of Florida. After graduation I decided to relocate back to Southwest Florida to start my financial services practice with Northwestern Mutual.
Family is everything to me and I’m most proud to have my incredible partner Jessica Valerius by my side. We spend our time watching football and NASCAR, traveling around the country and enjoying time with our 3 cats and 3 dogs.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
