Scott Jacobs
| Website
Expertise
Financial Planning, Wealth Management & Behavioral Coaching
Buzzwords
Fiduciary, Financial Planning, Partner, Wealth Advisor, Wealth Management
SF14 Testimonial
Sam Lee and Michelle Pender are trusted strategic partners and sang SF14's praises. Being one of the most sought-after groups due to sheer size and scope is just another reason. The GL is quite the rockstar as well!Introdution Template
How to introduce me:
Scott has been in the financial services industry for over 32 years. He's a trusted Partner and Wealth Advisor at WRP Wealth. He's a fiduciary with a specialty with tech employees and half his clients are part of the LBGTQ community. Where he excels is the way he shows up for families both personally and professionally. He spends vacations and holidays with clients while adding tremendous value through behavioral coaching and financial planning.