Rich  Jacobson,  CFP<sup>&reg;</sup> - Financial Advisor

Rich Jacobson, CFP®


Jacobson Wealth Management, Inc.

1030 Seminary St, Suite A
Napa, CA 94559
(707) 224-7424 CONNECT WITH Rich
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Rich Jacobson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jacobson Wealth Management, Inc. in Napa, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • Other - Certified Wealth Strategist

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

United Planners Financial Services of America

Broker-Dealer Disclaimer

Rich Jacobson is a Registered Principal Offering Securities and Investment Services through United Planners Financial Services, Member: FINRA, SIPC. JWM and United Planners are independent companies. CA Insurance License #0D78538

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Estate Planning, Employee Benefits, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth


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