My Approach

The practice of Gregory A. Jacobson CFP®,CDFAstrives to empower clients to feel secure about their futures by helping them gain control over their finances. This is accomplished by applying a proven planning process and providing advice that is tailored to each client's unique situation.

Over the years, I have found we provide the most value to the following type of client:

  • Families who want to feel more financially secure - the long-term security of knowing that they are planning for enough money to meet the goals set for their family, and the immediate security of working with someone who has their best interest at heart.
  • Families who don't have time to manage their finances - through coaching, we have found clients are more connected to their finances even with minimal time investment on their behalf.

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Interests

  • Thoroughbred Horse Ownership, Breeding and Racing - Currently, I am a partner in two 4 year olds and one 3 year old trained by Edward Coletti, Sr. and managed by Bob Hutt of Fantansy Lane Stable. One Sock Down's Winner's Circle pictures of his maiden victory at Gulfstream Park in December 2011 are posted in "My Photos".
  • Amateur Golf - Currently, I am a member of the Golf Club of New Jersey and the John Caliendo Winter Golf League. I also play Monmouth County and NJ State tournaments I can qualify for. Each fall, I am the title sponsor of one of the season ending GCNJ events - the last two years' winner's photos are posted in "My Photos".

Community Participation

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Experience

19

Awards & Recognition

  • Protect. Grow. Give®, RiverSource Life Insurance Company1, 2012
  • Protect. Grow. Give®, RiverSource Life Insurance Company2, 2011
  • Ameriprise Circle of Success, 2005

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA™  Certified Divorce Financial Analyst
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Education

  • Bachelor of Science in Accountancy, Villanova University, 1991

My Photos Show Thumbnails

First GCNJ tournament victory ever, Twisted Dune March 16, 2013.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.