Michael L. Jacobson strives to provide sound financial advice and exceptional service to his clients at Focus Financial. Mike earned a bachelor’s degree in Psychology from St. John’s University in 1983. He earned the Accredited Asset Management Specialistsm (AAMS®) designation from College of Financial Planning in Denver, Colorado in January 2007. Mike continues his career-related education to stay on the cutting edge of developments in his field. This assures that his clients receive comprehensive and up-to-date advice and service.
As a Financial Advisor, Mike strives to meet the needs of high-net-worth individuals, including business owners and pre-retirees, by specializing in financial planning and retirement management. He assists his clients in the selection and management of investments, and insurance, through comprehensive financial planning. Mike conducts numerous seminars on topics such as, Retirement Planning, Estate Preservation, and Asset Allocation.
Mike started his Financial Advisor career in 1992 with American Express Financial Advisors. He joined Focus Financial in 1996. In addition to working with his clients, Mike has developed a Financial Advisor Training Program and has successfully implemented training for new Advisors since 1997.
Series 7 – General Securities
Series 63 – Uniform State Securities
Series 65 – Investment Advisor Representative
Insurance – MN & WI – Life, Health, Disability, and Long Term Care
Services & Experience
Wealth Management Services include:
- Personal financial planning
- Portfolio analysis and asset allocation
- Investment management
- Insurance applications
- Tax planning
- Estate planning
- Ongoing progress reporting
Partner with estate attorneys and tax professionals to utilize expertise in each area