Kirby Jacobson (CFA, CFP®)

Kirby Jacobson focuses in the
following client markets or areas of practice:

Baby Boomers

Generation X

Investment Advice with Ongoing Management

Millennials

Retirement Plan Investment Advice

Planning Specialties

Kirby is both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® charterholder, a rare and unique combination that provides clients a well-rounded perspective on their financial needs and investment strategies. His passion and experience supports both young investors looking to build their portfolios across a progressive career as well as those more established in their careers and investments looking for a creative, collaborative partner in the management of their assets.

Kirby and his wife have enjoyed 17 incredible years together and are now raising their two girls, Lillian, 7, and Penelope, 5. Outside of financial pursuits, he is a long-term member of Orange Theory Fitness and an avid Yogi.