Jacob D. Levy, CFP^®

Conquis Financial LLC

1 La Cruz Ave Ste 202
Millbrae, CA 94030

FINANCIAL ADVISOR'S WEBSITE

www.conquis.com

(650) 651-3607 CONNECT WITH Jacob

Minimums

HOUSEHOLD INCOME MINIMUM

$350,000

Investable Asset Minimum

$1,000,000

General

Jacob Levy is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Conquis Financial LLC in Millbrae, CA and the surrounding communities.

Financial Advisor Overview

Conquis Financial LLC is an independent, boutique Registered Investment Advisor with the U.S. Securities and Exchange Commission led by experienced wealth planners. We help clients navigate their most important financial decisions with a client-focused, full service approach to financial planning.

Financial Advisor Experience

I live in Berkeley with my wife and two young boys, and am a Bay Area native originally from San Francisco. In addition to my CFP(r) Certification, I hold an MBA from MIT Sloan School of Management and a B.S. in Economics from the University of California at San Diego. I bring to Conquis more than 20 years of investment experience analyzing financial markets. As a CERTIFIED FINANCIAL PLANNER™, I have the knowledge and experience to help clients develop financial strategies that align with their goals. My career has included senior positions at several wealth management firms, and as an investment specialist at the American Red Cross. Most recently, I was a Portfolio Strategist at a large international investment company where I guided asset allocation decisions. My specialty as a Portfolio Strategist gives me insight into managing client portfolios and customizing them to specific client needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth