Jacob is an Investment Consultant at Realized, helping real estate investors build personalized investment plans that are best-suited for their unique situation. Jacob looks to maximize risk-adjusted after-tax cash-flow and mitigate capital gains when evaluating portfolio options.
Jacob has been a licensed advisor for 14 years, providing holistic advice and guidance to individual clients. Prior to joining Realized, Jacob worked as a senior financial consultant, providing high net worth clients with advice on investments, risk management, tax and estate planning when evaluating an individual client’s overall investment objectives. Jacob achieved licensure as a Certified Financial Planner, CFP® in order to better understand a client’s overall situation when evaluating individual investments.
Jacob currently resides in Austin, TX. He and his wife, Rena, have two energetic children that are active in sports—which occupy most of their weekends. In his downtime, Jacob can be found playing a round of golf or watching his favorite Texas sports teams. Jacob is also active in supporting Austin Independent School District and Junior Achievement with volunteer work when time permits. Jacob is a graduate of Texas State University, holding a Bachelor’s Degree in Business Administration with an emphasis in Finance.
Check the background of this investment professional on FINRA BrokerCheck