Jacob Boeding
Client Service Associate
Jacob supports our team by working with clients and team members to prepare financial plans and tax projections, assist with investment planning, trading, and help ensure a seamless client experience. He has three years of experience in the financial services industry and is currently working towards earning his CFP® certification.
Jacob is passionate about financial planning and enjoy developing tailored solutions that help clients meet their goals and feel confident about their financial future.
He graduated summa cum laude from UCLA and spent two and half years as a Fulbright English Teaching Assistant in South Korea.
Outside the office, Jacob enjoys walking, watching Korean dramas, and happily being on the receiving end of his wife’s cooking. He also loves learning about different cultures, especially through travel.