Jacob started working as an independent financial planner in 1996 and has a Bachelor of Science degree in International Finance from California State University Sacramento.
He has since earned his CERTIFIED FINANCIAL PLANNER™ certification (CFP®), which requires a mastery of skills in seven different disciplines, including financial planning, investment management, estate planning, tax planning, qualified retirement plans, employee benefits, and insurance.
Jacob’s approach to financial planning is to take a full financial overview and follow it with a discussion of investment possibilities. One of his favorite parts of his business is the personal connections he makes with each of his clients, as well as learning more about their past, present, and what they expect for the future.
As an independent financial planner, Jacob is not obligated or under pressure to meet sales goals, recommend specific property products, or sell investments from a broker's inventory. Being an independent advisor allows him to align his investment recommendation with the client's goals and planning needs.
Jacob is originally from Placerville, California, and enjoys being outdoors, watching and participating in all kinds of sports, especially running and baseball. He also loves traveling and seeing new places, and is fascinated with history, especially local history. He enjoys participating in many local churches and community services.
CA Insurance License # 0B91297