Ben Jacobs, Ms, Cfp®, Ea Email & Phone Number
@fullyfin.com
LinkedIn matched
Who is Ben Jacobs, Ms, Cfp®, Ea? Overview
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Ben Jacobs, Ms, Cfp®, Ea is listed as Founder and Financial Planner at Fully Financial, a company with 3 employees, based in Athens, Georgia, United States. AeroLeads shows a work email signal at fullyfin.com and a matched LinkedIn profile for Ben Jacobs, Ms, Cfp®, Ea.
Ben Jacobs, Ms, Cfp®, Ea previously worked as Founder & Financial Planner at Fully Financial and Instructor at The University Of Georgia. Ben Jacobs, Ms, Cfp®, Ea holds Master’S Degree, Financial Planning, 4.0 from The University Of Georgia.
Email format at Fully Financial
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AeroLeads found 1 current-domain work email signal for Ben Jacobs, Ms, Cfp®, Ea. Compare company email patterns before reaching out.
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
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Ben Jacobs, Ms, Cfp®, Ea work experience
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Founder & Financial Planner
Current
Instructor
CurrentIn 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
Partner & Cfo
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.
Tax Preparer
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.
Financial Counselor
Research Assistant
Tax Preparer And Quality Reviewer
Ben Jacobs, Ms, Cfp®, Ea education
Master’S Degree, Financial Planning, 4.0
Bachelor’S Degree, Consumer Economics, 3.96
Frequently asked questions about Ben Jacobs, Ms, Cfp®, Ea
Quick answers generated from the profile data available on this page.
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 Fully Financial?
Ben Jacobs, Ms, Cfp®, Ea is listed as Founder and Financial Planner at Fully Financial.
What is Ben Jacobs, Ms, Cfp®, Ea's email address?
AeroLeads has found 1 work email signal at @fullyfin.com for Ben Jacobs, Ms, Cfp®, Ea at Fully Financial.
Where is Ben Jacobs, Ms, Cfp®, Ea based?
Ben Jacobs, Ms, Cfp®, Ea is based in Athens, Georgia, United States while working with Fully Financial.
What companies has Ben Jacobs, Ms, Cfp®, Ea worked for?
Ben Jacobs, Ms, Cfp®, Ea has worked for Fully Financial, The University Of Georgia, Elwood & Goetz Wealth Advisory Group, Happy Tax, and Aspire Clinic.
How can I contact Ben Jacobs, Ms, Cfp®, Ea?
You can use AeroLeads to view verified contact signals for Ben Jacobs, Ms, Cfp®, Ea at Fully Financial, including work email, phone, and LinkedIn data when available.
What schools did Ben Jacobs, Ms, Cfp®, Ea attend?
Ben Jacobs, Ms, Cfp®, Ea holds Master’S Degree, Financial Planning, 4.0 from The University Of Georgia.
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