Jacob is a Sonoma County Native and born into the financial industry. Growing up with a grandfather as a Financial Planner, Jacob learned the value of money and the impact of compound interest at a young age. Financial planning has been a part of Jacob’s life since he was a boy.
After graduating with a degree in Applied Economics from the University of San Francisco, Jacob spent 10 years at a local Credit Union learning the finance industry. From there, he decided to join the family practice as a third-generation financial planner, following in his grandfather’s and mother’s footsteps.
Jacob is a CERTIFIED FINANCIAL PLANNER™, holds a Series 7 Securities License, Series 66, Registered Investment Advisory License through LPL Financial as well as CA Insurance License #1961728. Jacob handles the investment process from Financial Planning to investment research due diligence, portfolio design and on-going monitoring of investment and financial plans.
Outside of the office Jacob enjoys spending time with his high school sweetheart, Rachael, and their beautiful Daughter, Olivia. Jacob is an avid hockey enthusiast and can be found playing ice hockey at the local ice rink on a regular basis. As a family, they spend their time in their hometown of Windsor and enjoy gardening, hiking, and traveling.