About Jacob
By the time I was 10 years old, I wasn’t dreaming about becoming a doctor or a police officer. Instead, I knew I wanted to help people in a different way. That’s why I became a financial planner, just like my father and grandfather. While clients may have been surprised to see a 10-year-old apprentice sitting in on meetings, for me it was a time to take in the experience and passion evident in my father’s practice. And with two generations of successful financial planners leading the way, I was raised from the start to understand sound money management, investment philosophies and theories. It’s in my DNA, and I’m proud to walk in my father’s footsteps today. Building my own firm from the ground up, one of my main focuses has been to help take the mystery out of preparing for today and tomorrow through personalized comprehensive financial planning. In addition, I serve as a Adjunct Professor of Finance at the W.P. Carey School of Business at Arizona State University. Working in this capacity gives me the freedom to combine my passion for personal finance with a love of educating others. I take my role as a professor/educator seriously and actively participate on two different boards that focus on financial literacy; the Finance Advisory Board within the Department of Finance at the W.P. Carey School of Business at Arizona State University and the Arizona Council on Economic Education. Over the course of my career, I’ve authored two books, Financial Intelligence: Getting Back to Basics After an Economic Meltdown and Money Mindset: Formulating a Wealth Strategy in the 21st Century and provided financial insight for many local and national media outlets including CNN Business, CNBC, FOX Business, TIME Magazine and more. I received my B.A. in Interdisciplinary Studies with concentrations in Economics and History from Arizona State University. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and a NFLPA Registered Player Financial Advisor.
Areas of focus
Credentials & background
Designations
Education
Arizona State University
Clients served
Regulatory
- Firm CRD #13572
The firm
Our firm is dedicated to providing comprehensive legal solutions with a focus on client success. We pride ourselves on our proactive approach, in-depth legal knowledge, and unwavering commitment to ethical practices. Our team of experienced attorneys offers expertise across various practice areas, ensuring personalized and effective representation for every client. We strive to build lasting relationships based on trust, transparency, and a deep understanding of our clients' unique needs and objectives.
14850 N Scottsdale Rd STE #255, Scottsdale, AZ 85254$309M assets under management