Focus Financial - Mike Jacobson

Listing Information:

Mike Jacobson has been in the finance industry for over thirty years. He joined Focus Financial in 1996 and specializes in personal financial planning, investment management, insurance applications, 401k plan management, and employee education. He believes that small, positive steps can result in significant positive changes in life, and he is eager to help clients take those steps. Mike got his BA in Psychology from St. John’s University in 1983. He earned the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning in Denver in January 2007. He has also completed the Series 7, 63, 65, and 66 exams in securities and insurance.