Jacob is a Financial Planning Specialist at StoneKimbro. He attended the University of Pennsylvania where he received a degree in business from the Wharton School of Finance. Jacob has been involved in the financial services industry since 1985 and received his personal financial planning (PFP) certificate from UCLA. For over 25 years, he has assisted individuals and corporations in all aspects of their finances. As a financial planner, his focus and specialty is to help clients create and meet their financial goals by crafting strategies for wealth accumulation, tax minimization, early retirement as well as retirement planning. Jacob is actively involved in the community. He chairs the La Canada Unified School Districts Bond Oversight Committee as well as serves as a Director for the La Canada Flintridge Educational Foundation.