Jacob is a Financial Advisor at Summitry. He primarily works with the Private Client Group, providing advisory services and comprehensive financial planning to the firm’s clients.
Prior to joining Summitry, Jacob earned a Bachelor’s degree in Finance from Tulane University in 2019 and obtained his CFP® certification in 2021. He has been in the financial services industry since 2019, most recently serving as an advisor at True Wealth Advisory Group, a Bay Area RIA, where he worked with clients on financial planning and major life transitions.
Jacob is based in San Francisco. Outside of work, he is an avid traveler and sports fan, and enjoys reading and writing about geopolitics and history.
