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Pamela A. Jacobs, BS, CFP®

Founder & Partner
Certified Financial Planner™

Pamela has almost two decades of experience assisting her clients in defining their investment goals and implementing practical strategies to protect, preserve and ultimately pass their wealth on to the next generation. Every client is different and so are the tactics she employs to meet their specific goals.

Pamela goes to great lengths to learn about you so you can feel confident her strategies are appropriate for your needs. Life is full of changes so it’s important to be agile but also proactive to ensure you are protected against the unexpected. She has a target approach that will help safeguard you and your investments while aligning with your specific investment goals.

Pamela feels it’s vital to understand the full ramifications of your investment strategies and makes a point to work closely with your legal and tax professionals to ensure all are aligned with the recommended strategies.

Pamela received her BS degree from the University of San Francisco in Applied Economics.

Pamela is a former member of Soroptimist International of Sonoma, a group committed to supporting and helping women and girls across the world. She was also one of the founding members of Impact100 Sonoma, a philanthropic group of women committed to fulfilling the needs of their community.

Pamela lives in the East Bay and enjoys spending the weekends with her husband and their energetic young son. She is an avid cyclist and also loves gardening and gathering with friends and family.