David Jacobs, CFA®
Partner

David Jacobs is a Chartered Financial Analyst® charterholder and graduate of Cornell University. He began his career in 1996 working for one of the largest investment management firms on Wall Street, where he was part of a team managing over $2 billion in assets for wealthy families, foundations, and retirement plans.

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David Jacobs, CFA

In 2002, David established his independent practice and transitioned to operate exclusively as a fee-only fiduciary advisor. He is known for his straightforward approach and relentless client advocacy. In addition to serving clients directly, David oversees the firm’s investment team as Chief Investment Officer.

A Southern California native, David actively participates in several local organizations including the Los Angeles Jewish Federation and Anti-Defamation League. In his free time, he enjoys golf, travel, and attending Dodgers games.

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