Danna Jacobs (ADPA, CFP, MBA)

Danna Jacobs focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Hourly
  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

My husband and I love taking our now two-year old son and mini-husky outdoors whenever possible, whether it is hiking, playing in the backyard, swimming at the pool or beach, and skiing/snowboarding when the weather permits. I am simply thrilled to be able to help other young families and entrepreneurs work through the financial decisions they need to achieve their personal goals.  

We work specifically with young professionals to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly matters, managing their careers, taking care of their families, and enjoying their lives.  

 

 

Additional Information

Prior to launching Legacy Care Wealth, Danna Jacobs was a Client Service Associate at Barclays Wealth & Investment Management Division working with a top investment advisor at the firm from January 2010 to March 2013. Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities.  In addition, she holds an MBA from New York University's Stern School of Business. She completed her MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. She also holds a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian.  Lastly, she is a Trustee and Board Member of the Student/Partner Alliance (S/PA), a non-profit organization that partners high school students from Jersey City and Newark with both scholarships and mentors so they can attain a private high school education. 

NAPFA Start Date

October 09, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1 High Street Court Ste. 2 Morristown, NJ 07960 Phone: (201) 535-4499

Other Offices

201 Montgomery St Ste 2022 Jersey City, NJ 07302-5051 Phone: (201) 535-4499 Fax: (201) 535-4493