Jacob is an Advisor on the True Wealth Team. He takes an active role in client meetings and works with clients to ensure that their financial planning action items are addressed. He is responsible for managing specific client relationships and developing planning strategies for complex situations. As a licensed CERTIFIED FINANCIAL PLANNER™, Jacob serves the True Wealth clients as a fiduciary in their financial planning needs.
Jacob is a graduate from Tulane University. Originally from the Denver area, Jacob relocated to San Francisco in 2021 when he joined the True Wealth Team. He is an avid traveler and enjoys outdoor mountain activities. Jacob has a passion for following sports and frequently plays golf and tennis.