Working to guide physicians across the country through options best suited to their and their families needs.
As a financial advisor based in Austin, TX, Jacob Ritter works with physicians across the country, both in practice and in training. With a focus on risk management as the foundation for a financial strategy, Jacob specializes in helping his clients to identify the life and disability insurance options that best fit the needs of them and their families.
Jacob and his team at Twin Oak Advisors, including his mentor Shaun McDuffee, work with residency and fellowship programs across the country. They are well-versed in both the challenges and opportunities that physicians face when it comes to risk management. While conversations on life and disability insurance options can be difficult, Jacob believes it’s imperative for his clients to prepare for whatever the future might hold. His ultimate goal is to ensure that his clients and their families are protected no matter what may come their way.
Areas of Focus
- Disability insurance
- Income protection strategies
- Insurance strategies
- Life insurance
- Medical professionals
- Retirement strategies
- Risk management
- Tax-efficient investment strategies*
- Life and health licensed
- FINRA Series 7 and 66 registered
- Member, North Star Medical Division
Jacob is involved with T-Association (alumni letter-winners at UT), WETS (Working Ex’s for Texas Swimming), and is a board member with the non-profit organization Stop Alzheimer’s Now (SAN). SAN, founded in 2013, is committed to increasing awareness for Alzheimer’s disease and dementia by walking 3,652 miles across all 50 states. Learn more about SAN by visiting their website or Facebook page.
Originally from Houston, TX, Jacob now resides in Austin. He graduated from the University of Texas – Austin, after pursuing a major in Economics and a minor in Business Administration. Jacob enjoys swimming, participating in triathlons and cycling in his spare time.
Jacob is an investment advisor representative of Cetera Advisor Networks, LLC. CA Insurance License #0L47632.