Jacob is a Financial Advisor at Wealth Strategies Group who combines strong investment knowledge with a passion for helping clients nationwide reach their financial goals. Based in San Diego, California, he earned the Retirement Income Certified Professional (RICP) designation in 2024 and continues to pursue advanced certifications. Jacob studied Physics at the University of Colorado Boulder and enjoys golf, fly fishing, hiking, surfing, and traveling with his Golden Retriever, Charlie—who often makes surprise appearances during virtual meetings.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4112946.