Jacob Yaklin CFP®

Lead Private Wealth Advisor
830-214-1930

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Jacob Yaklin, CFP®, is an advisor at Oakwell Private Wealth Management and was recently honored as one of the 2026 Rising Stars of New Braunfels by the New Braunfels Jaycees. This recognition celebrates his dedication to clients, leadership in the financial community, and commitment to positive impact in New Braunfels.

A native of Kingsville, Texas, Jacob graduated from Texas A&M University. After graduation, he commissioned into the United States Marine Corps, where he served in various leadership roles, including as his Battalion’s Financial Coordinator. This experience not only honed his appreciation for high standards and process-driven decision-making but also ignited his passion for financial planning as he assisted service members in navigating complex financial matters.

Drawing from his own lifelong journey of being coached and mentored—Jacob is deeply committed to empowering others. He believes that in today’s complex financial landscape, individuals deserve clear education and guidance to make confident decisions. As a CERTIFIED FINANCIAL PLANNER™ professional, his mission is to help his clients reduce stress around money by providing personalized, fiduciary advice that aligns with their unique goals and values.