Jacob is our Wealth Planner at Arrow Point Wealth Management. He works closely with Arrow Point Wealth Management clients to service their administrative needs on a prompt basis. He also works closely with clients and prospects to complete financial plans to help them pursue their long-term goals.
Jacob graduated from Sonoma State University in May of 2020, with a Bachelor of Arts, majoring in Economics and Political Science. He worked in the service industry while attending school holding a variety of jobs including as winery host, waiter, and retail sales associate. These experiences taught Jacob the value of teamwork, time management, and communication – all skills that he brings to his role at Arrow Point Wealth Management.
Jacob enjoys his free time on the many trails and hikes in and around Sonoma County. He also enjoys spending time with family, expressing himself creatively through painting and is a big fan of baseball and the Oakland A’s.