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Eric M. Jacobs

Financial Advisor

AIF®, MBA

Biography

Eric believes in cultivating relationships to help clients better prepare for retirement. Eric has a passion for educating and guiding clients towards financial success and independence. Eric believes in taking a very practical and big-picture approach to investing and a holistic approach to financial planning.

Specifically, Eric enjoys working with young and growing families as they begin the journey towards financial success and independence.

Eric's background in financial services includes a diverse history in banking, financial advising and planning, as well as retirement plan services.

Eric is a graduate of the University of Colorado, Denver’s MBA program, with specializations in both Finance and Risk Management & Insurance. Prior to this, Eric completed his undergraduate work at the University of Redlands in southern California, with a double Major in Business Administration and Philosophy. 

Eric resides in the Stapleton area of Denver with his wife Jami, their two boys and their dogs. In his free time, Eric enjoys exercising, playing sports and spending time with friends and family.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners

Languages

  • English

CRN202005-230789

Check the background of this investment professional on FINRA's BrokerCheck