Overview

My father began Jacobson Wealth Management - a family business - over 15 years ago in the Napa Valley. I am a fee-based Investment Advisor Representative with United Planners, DBA Jacobson Wealth Management. I will be moving to Southern California to expand my family's business in the Fall of 2021. I am interested in purchasing a book of business to jump-start my presence in the area - specifically the Malibu region. I work with younger clients in the wealth accumulation phase with an average net worth of around $500,000.

Market
Advisor/RIA
Last Activity
within 6 months

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