Our Team

Since our founding in 2007, Jacobson Wealth Management has been a family-owned and operated firm dedicated to providing trusted financial advice. We help our clients achieve financial success through all stages of life with a holistic approach to financial planning. Guided by our core values, we offer personalized strategies that address every aspect of our clients' financial lives. Our commitment is to build lasting relationships and provide unwavering support on our clients' financial journeys.

Rich Jacobson, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

707-224-7424

888-224-8178

rich@jacobsonwealth.com

Rich Jacobson, is a Register Representative, Investment Advisor Representative and Registered Principal with United Planners. Rich is also insurance licensed in the state of California (0D78538).

Remy Jacobson

Vice President

707-224-7424

888-224-8178

remy@jacobsonwealth.com

Remy Jacobson is a Registered Representative, and Investment Advisor Representative with United Planners.

Jacynthe Hamel

Office and Client Service Manager

707-224-7424

888-224-8178

jacynthe@jacobsonwealth.com

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 Wood

Associate

707-695-2601

888-224-8178

Larry@jacobsonwealth.com

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...

Lisa Batres

Administrative Assistant

7072247424

lisa@jacobsonwealth.com

Lisa has extensive experience in the financial services industry, having previously spent almost 20 years working with State Farm Insurance. In her time away from work, she enjoys spending time with her family, watching football, and...