Driven by the allure of finding solutions to intricate scenarios, Andrew Jacobson began his career obtaining a master’s in philosophy. His studies, along with his fascination of geopolitics, helped him realize his passion lied within the finance world. Andrew’s fine-tuned critical thinking and analytical abilities positioned him to draw connections in an ever-changing financial environment to help his clients better understand market conditions that should be factored into any sustainable strategy.
He believes clients should consider their time horizon and risk tolerance before a strategy is implemented. Investing is a rigorous process where concrete goals must be set and implemented based on an individual’s situation. He works within an open architecture structure to rigorously choose appropriate portfolio managers to implement solutions to support his client’s goal to manage, grow, or protect their wealth.
Andrew is the oldest of five and is close with his family. He believes in the importance of legacy planning.
Licenses: Series 66, Series 63, Series 7 (held with LPL Financial), Life Insurance License, Health Insurance License
Languages: Fluent in English and German
Hobbies: Cultural studies, geopolitics, cooking
Philanthropy: Volunteer English as a Second Language (ESL) teacher