Our team consists of client-focused advisors and staff dedicated to our clients' well being. When clients require additional services to complement our core competencies, we refer to subject matter experts not directly affiliated with Jacobson Wealth Management who have been carefully chosen to provide our clients with the standard of care we insist on. Clients can be assured that throughout their experience with us they will receive personalized service that strives to exceed their expectations
Investment Advisor Representative
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...
*Investment Advisor Representative
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...
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...
Larry has over 33 years experience as a Broker, ably serving clients with financial services. His experience includes 8 years at Dean Witter Reynolds and 15 years at Merrill Lynch. Larry joined United Planners and Jacobson Wealth...
Kevin has an MBA in Finance from UC Davis and extensive experience as the CFO for mid-market, privately-held companies in the bay area. ...