Location:
22996 Brenford St, Woodland Hills, CA 91364
Work:
The Advisor Consulting Group
Partner
The Jacoby Agency
President
Education:
College For Financial Planning 1986 - 1988
San Diego State University 1977 - 1980
University High School, West Los Angeles
The College For Financial Planning
San Diego State University
Skills:
Financial Planning, Securities, Insurance, Retirement, Tax, Estate Planning, Retirement Planning, Strategic Financial Planning, Financial Planners, Long Term Care, Disability Insurance, Life Insurance, Finance, Wealth Management, Health Insurance, Wealth, Fixed Annuities, Investment Advisory, Iras, Investments, Series 7, 401K, Asset Management, Financial Advisory, Investment Strategies, Series 63, Mutual Funds, Small Business, Employee Benefits, Financial Services, Wealth Management Services, Asset Allocation, Alternative Investments, Strategic Planning, Consulting, Management, Sales, 401 Retirement Savings Plans
Interests:
Collecting Antiques
Exercise
Home Improvement
Reading
Gourmet Cooking
Sports
The Arts
Home Decoration
Health
Cooking
Gardening
Outdoors
Electronics
Fitness
Collecting
Kids
Medicine
Diet
Travel
Boating
Traveling