Scott Jacobsmeyer (CFP®)
Scott Jacobsmeyer focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Scott holds a Bachelor's Degree in Materials Science and Engineering (1992), a Master's Degree in Mechanical Engineering (1994), and an Master's Degree in Management (1994) all from Massachusetts Institute of Technology (MIT). Prior to founding Argent Wealth Management, Inc. Scott spent 10 years with Alcoa (1994-2000) and Dell (2000-2004) in a variety of Operations, Procurement, and Commodity Management positions. Scott completed the University of Texas Financial Planning program in 2004, passed the Certified Financial Planner (TM) certification exam on his first attempt in March 2004, and obtained certification as a CFP (R) professional in March 2008. Scott is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).NAPFA Start Date
December 28, 2005
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