Jacob O’Keefe, RICP®

Financial Advisor

Focus Areas

Business Planning

Insurance Planning

Employee & Employer Benefits

Retirement Planning

About the Financial Advisor

Jacob has been in the financial services industry since 2005. As a Retirement Income Certified Professional, he is passionate about helping his clients realize their personal retirement goals. Using industry leading independent investment and insurance strategies, Jacob works side by side with clients to design, implement and service plans that will lead to their ongoing success. He helps people with asset protection solutions using life, disability and long-term care insurance. Jacob also works with businesses to help design, implement and service employer sponsored retirement plans and other employee group and voluntary insurance benefits.

Jacob joined MetLife in 2005 after graduating from UW-Milwaukee with a degree in Finance. He earned his Retirement Income Certified Professional (RICP®) designation in 2015.

Education and Designations

  • University of Wisconsin-Milwaukee, Bachelor’s Degree, Finance
  • RICP® – Retirement Income Certified Professional®

Personal Life

Jacob enjoys golfing, curling, fishing and spending time with his wife and children, especially in the Wisconsin Northwoods. In his community, he volunteers time as an active member of the Wausau Noon Optimist Club and has been a past board member.

Financial Advisor


Direct Phone: 715-845-1881
Main Phone: 715-842-7100
E-mail: jacobokeefe@focusfinancial.com

3530 Stewart Avenue
Wausau WI 54401
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