Ben Jacobs, Ms, Cfp®, Ea Email and Phone Number
Ben Jacobs, Ms, Cfp®, Ea work email
- Valid
Ben Jacobs, Ms, Cfp®, Ea personal email
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.
Fully Financial
View- Website:
- fullyfin.com
- Employees:
- 3
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Founder And Financial PlannerFully FinancialAthens, Ga, Us -
Founder & Financial PlannerFully Financial May 2023 - PresentAthens, Ga -
InstructorThe University Of Georgia Jan 2020 - PresentIn 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 & CfoElwood & Goetz Wealth Advisory Group Nov 2014 - Apr 2023Athens, GaI 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 PreparerHappy Tax Jan 2019 - Apr 2019To 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 CounselorAspire Clinic Jun 2015 - Jan 2016Athens, Ga
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Research AssistantUga Institute Of Higher Education Feb 2014 - Aug 2015Athens, Ga
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Tax Preparer And Quality ReviewerVolunteer Income Tax Assistance Program Jan 2015 - Apr 2015Georgia 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.
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