Expertise:
Ms. Jacobs's expertise is in financial planning services.
Major Product/SVS:
Financial Planning Services Including Investments, Insurance, Education and Retirement Planning Services
Favorite Business Publication:
Financial Planning Journal; The Wall Street Journal
Hobbies/Sports:
Spending Time with her Family, Traveling
Education Degrees:
Bachelor of Arts in Quantitative Economics and Decision Science, University of California, San Diego
Affiliations Awards:
Financial Planning Association
Highlight of career?:
The highlight of her career was earning her current position.
Charity:
Planned Parenthood; Sunday Friends; The Role Model Program
Number Of Years In Profession:
14
Number Of Years In Current Position:
14
What Does He/She Attribute Success To:
She attributes her success to her tenacity, self motivation, determination, passion for her profession and the support she receives from her colleagues.
How Did They Get Involved In Profession:
She became involved in her profession because of her desire to help people and her interest in mathematics.
Day to Day Responsibilities:
Overseeing Investment Management, Asset Protection Strategies and Estate Planning Services, Analyzing Tax Strategies, Budgeting, Managing Cash Flow
Education Certifications:
Certified Financial Planner