Team
How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for a more secure financial future. After a decade in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Jacob Dingle
Wealth Manager
jacob.dingle@ceterainvestors.com
Jacob Dingle has worked in the financial services industry since 2014. Building his practice from the ground up, he has carefully assembled a team that shares a passion for bettering the lives of others. Jacob cares deeply about every client; and takes the time to truly get to know each individual, because every person and situation is unique.
As a financial advisor, Jacob works to help his clients translate their wealth into a life of meaning and contentment, while enriching the lives of those he serves. "Nothing brings me more joy than celebrating with clients when they achieve their dreams."
Jacob holds the CERTIFIED IN SOCIAL SECURITY CLAIMING STRATEGIES (CSSCS) certification, along with the Series 7, 6, 65, 63, and SIE securities registrations, as well as the Life & Health Insurance license for Texas, and several other states. He is a graduate of Sam Houston State University.
Above all, family is everything to him. Jacob and his wife, Allison, were born and raised in Houston, TX and can’t imagine living anywhere else. Jacob and Allison love spending most of their time outdoors, which usually involves chasing their son and twin daughters around. Jacob has played many sports over the years, and now enjoys all things Houston Sports (especially the Astros), golf, fitness, and meeting new people.