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1030 Seminary Street, Suite A
Napa, CA 94559

707-224-7424
info@jacobsonwealth.com

Team

Our team consists of subject matter experts carefully chosen to provide our clients with an experience that is thorough and personalized, striving always to exceed their expectations.  In-house resources are complemented with an extensive team of other outside professional resources, locally and nationally.  Depending on the complexity of the financial planning matter, individuals can be confident of having access to qualified professionals throughout the financial services field.

 

Rich Jacobson, CFP® CWS®, CCPS®

Investment Advisor Representative

707-224-7424

888-224-8178

Rich Jacobson, is a Register Representative and Investment Advisor Representative with United Planners. Rich is also insurance licensed in the state of California (0D78538). Rich began his career in 1982 as an economist and has since...

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Marta Amaton

Investment Advisor Representative

707-224-4077

888-224-8178

Marta Amaton is a Registered Representative and Investment Advisor Representative with United Planners Financial Services. Marta is also insurance licensed with the state of California (#0C44522). As an accomplished Latina advisor with...

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Jacynthe Hamel

Marketing/Office Manager

707-224-7424

888-224-8178

Jacynthe, (pronounced "Jah-saint"), has an extensive background in sales, marketing and administrative work. Her experience includes 10 years with the Canadian Broadcasting Corporation as an office assistant as well as a public...

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