Ben Jacobs, Ms, Cfp®, Ea

Ben Jacobs, Ms, Cfp®, Ea Email and Phone Number

Founder and Financial Planner @ Fully Financial
Athens, GA, US
Ben Jacobs, Ms, Cfp®, Ea's Location
Athens, Georgia, United States, United States
Ben Jacobs, Ms, Cfp®, Ea's Contact Details

Ben Jacobs, Ms, Cfp®, Ea work email

Ben Jacobs, Ms, Cfp®, Ea personal email

n/a
About Ben Jacobs, Ms, Cfp®, Ea

Ben is a Co-founder of Fully Financial, a Fee-only financial planning firm based in Athens, GA. He serves as the firm's lead financial planner and offers comprehensive financial planning and investment management services. He started the firm with his partner after spending over 8 years at another fee-only financial planning firm in Athens. Ben is passionate about teaching and is a part-time instructor in UGA's Financial Planning program. He has taught courses such as Capstone in Financial Planning, Applied Financial Planning (Tax), and Computer Applications in Financial Planning.Ben completed his Master's degree in Financial Planning from the University of Georgia in 2016. He also graduated from UGA with a Bachelor's degree in Consumer Economics (Summa Cum Laude with Highest Honors). He is a CERTIFIED FINANCIAL PLANNER TM Professional, an Enrolled Agent licensed to practice before the IRS, and is an Accredited Investment Fiduciary. He has a Professional Certificate in Personal and Organization Leadership from UGA's Institute from Leadership Advancement through the Terry College of Business. He also has completed the DEI Training and Certificate Program through the National Association of Personal Financial Advisors (NAPFA).Ben currently serves on the national board of directors for NAPFA. He has volunteered with NAPFA for 7 years now in various roles and is the youngest board member to ever sit on the board. He is also a board member for Books for Keeps, a local Athens non-profit who's mission is to connect the joy of reading with the thrill of discovery through co-authored experiences that children can forever associate with learning. He is a past president of the UGA Family and Consumer Sciences Alumni Association.

Ben Jacobs, Ms, Cfp®, Ea's Current Company Details
Fully Financial

Fully Financial

View
Founder and Financial Planner
Athens, GA, US
Website:
fullyfin.com
Employees:
3
Ben Jacobs, Ms, Cfp®, Ea Work Experience Details
  • Fully Financial
    Founder And Financial Planner
    Fully Financial
    Athens, Ga, Us
  • Fully Financial
    Founder & Financial Planner
    Fully Financial May 2023 - Present
    Athens, Ga
  • The University Of Georgia
    Instructor
    The University Of Georgia Jan 2020 - Present
    In my position as a part-time Instructor, I teach courses in the Financial Planning department including Capstone in Financial Planning, Applied Financial Planning, and Computer Applications in Financial Planning
  • Elwood & Goetz Wealth Advisory Group
    Partner & Cfo
    Elwood & Goetz Wealth Advisory Group Nov 2014 - Apr 2023
    Athens, Ga
    I began as an intern in 2014 and ended my time as Partner & CFO. Throughout my time at Elwood & Goetz I worked directly with over 250 client households and managed more than $250M in client assets. I was the partner in charge of the Athens office, the largest branch of Elwood & Goetz.
  • Happy Tax
    Tax Preparer
    Happy Tax Jan 2019 - Apr 2019
    To further my skills in Tax Planning and preparation, I worked at Happy Tax as a tax preparer for the 2019 tax season. In this role, I prepared tax returns for over 100 clients. I reviewed tax returns of other tax preparers for accuracy.
  • Aspire Clinic
    Financial Counselor
    Aspire Clinic Jun 2015 - Jan 2016
    Athens, Ga
  • Uga Institute Of Higher Education
    Research Assistant
    Uga Institute Of Higher Education Feb 2014 - Aug 2015
    Athens, Ga
  • Volunteer Income Tax Assistance Program
    Tax Preparer And Quality Reviewer
    Volunteer Income Tax Assistance Program Jan 2015 - Apr 2015
    Georgia United Credit Union, Athens, Ga

Ben Jacobs, Ms, Cfp®, Ea Education Details

Frequently Asked Questions about Ben Jacobs, Ms, Cfp®, Ea

What company does Ben Jacobs, Ms, Cfp®, Ea work for?

Ben Jacobs, Ms, Cfp®, Ea works for Fully Financial

What is Ben Jacobs, Ms, Cfp®, Ea's role at the current company?

Ben Jacobs, Ms, Cfp®, Ea's current role is Founder and Financial Planner.

What is Ben Jacobs, Ms, Cfp®, Ea's email address?

Ben Jacobs, Ms, Cfp®, Ea's email address is be****@****fin.com

What schools did Ben Jacobs, Ms, Cfp®, Ea attend?

Ben Jacobs, Ms, Cfp®, Ea attended The University Of Georgia, The University Of Georgia.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.