CFP

    Jacob Hughes

    Partner, Private Wealth Advisor

    San Fransisco, CaliforniaNo minimum minimum

    About Jacob

    Our firm specializes in working with High Level Leaders in the Tech Space looking to achieve their unique vision for the future while still being able to live the life they want to live today. With a focus on tax efficiency we help implement strategies to reduce tax today, as we grow your wealth, ...

    Areas of focus

    Financial PlanningInvestment ManagementTax PlanningRetirement Planning

    Credentials & background

    Designations

    CFP

    Education

    Bachelor's Degree, Business Management University of Kentucky (2016)

    Clients served

    Tech EmployeesCorporate ExecutivesBusinesswomenSoftware EngineersWomen in TechTech SalesEntrepreneursStartup Employees