Director, Investment Property Wealth Management™
Luck is where opportunity and hard work meet.Seneca
Jacob is a Director of Investment Property Wealth Management™ at Realized, helping real estate investors build personalized investment plans that are best suited to 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 is a graduate of Texas State University, holding a Bachelor’s Degree in Business Administration with an emphasis in Finance. He has been a financial advisor for over 15 years and was born in Oklahoma.
Jacob has two kids that occupy most of his free time with their sports. Jacob currently resides in Austin, TX where you can find him carting his kids to activities or catching the latest sports game. He loves to play golf, hike, and mountain bike trails, and visit state and national parks.
Fun Facts About Jacob
- One of Jacob's first jobs was moving furniture for his father's moving company during the summers when he was 14-15 years old.
- If he could vacation anywhere, Jacob would like to visit Australia and New Zealand.
Being transparent with everyone in your life... your partner, children, colleagues, clients, and friends is the right way to answer tough questions and live life without doubt.
Jacob's ArticlesAll Articles
Passive Income Rental Property: The 3 Things You Need to Know
Rental property can be a great way to make passive income — when you know what you’re doing. However, like with any investment, there’s potential risk.
How To Transfer Ownership Of Real Estate Property
Real estate can be a terrific investment. As an alternative investment asset, it can help diversify a portfolio. And, depending on the asset class, type, location, and other factors, it can appreciate in value, while offering a steady ...
Real Estate Rollover
For many people, when they leave their job, they often bring their 401(k) with them. The 401(k) provides tax deferment benefits. In order to move their 401k out of the company, it needs to be rolled over into an IRA. This will allow ...