Headshot of Shawn Jacobson Advisor for NorthRock Partners

Shawn Jacobson, CFP®, ChFC®, MBA, MSFS

With over 20 years of experience in building impactful client relationships, Shawn serves as a trusted advisor to corporate executives, medical professionals, and high-net-worth families in the Minneapolis area and beyond. Shawn’s expertise spans retirement planning, estate planning, insurance, investment strategies, and wealth management, offering comprehensive solutions to help clients navigate complex financial decisions.

Known for his analytical approach to financial management, Shawn leverages his investment acumen to develop customized strategies that align with his clients' long-term financial goals. He works closely with clients to optimize asset allocation and manage tax-efficient wealth accumulation. Shawn is committed to providing data-driven insights and strategic advice to support clients in growing and preserving their wealth.

Shawn’s approach is centered around delivering a coordinated Personal Office® experience, where he collaborates with a team of specialized professionals at NorthRock Partners to manage every aspect of his clients' financial lives. Whether supporting clients through retirement planning, optimizing estate transitions, or managing wealth accumulation, each client receives personalized financial advice tailored to their unique needs when working with Shawn. His deep knowledge, strategic guidance, and investment expertise provide clarity and confidence, empowering clients to build a secure financial future and preserve their legacies.

Professional Designations & Associations

  • Bachelor of Science, University of Northwestern
  • Master of Business Administration, University of St. Thomas
  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Master of Science in Financial Services (MSFS)
  • Accredited Wealth Management Advisor (AWMA®)

Professional & Community Involvement

Shawn strives to give back to the community and his professional organizations through volunteer work. He is an active member of the Financial Planning Association, serving at the local and national levels. Shawn also volunteers with BestPrep, a nonprofit organization devoted to preparing students with business, career and financial literacy skills, where he has held volunteer leadership positions.

Personal Life

Shawn and his wife, Jennifer, live in St. Louis Park, Minnesota, near their two adult daughters, Kenna and Ava. In his free time, Shawn enjoys the outdoors and spending time on the water, watching lacrosse games and staying informed on markets and planning strategies.