Jacob’s philosophy is simple: "In a World of Buyer Beware, We Practice Seller Be Careful." Jacob has one hand on the calculator and one hand on his principles. One for mathematical precision and maximizing your goals, the other for ensuring honesty and doing the right thing.
Jacob has spent over 40 years helping clients turn their dreams into reality. What gives Jacob the greatest joy? Watching three generations work together on transitional family wealth and telling a client ready to retire, "Yes, do it, enjoy." When they send pictures from their travels; it's pure joy.
Addicted to people and their stories, Jacob’s approach is a teacher, guide, and wise friend. Being invited into personal thoughts to help achieve goals is a privilege not taken for granted.
Jacob’s personal mission: To leave this world a better place.
Additional Information:
- Graduate of Yeshiva University
- MBA in Marketing and Finance from Boston University
- CERTIFIED FINANCIAL PLANNER (CFP ®)
- Passionate about serving the community and future generations
- Married to Yosepha with children and grandchildren