Financial Planner
Current
May 2023 - Present
AeroLeads people directory · profile
Caleb Jacobson Email & Phone Number
Financial Planner
at
Silver Oak Financial
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
Pittsburgh, Pennsylvania, United States
Who is Caleb Jacobson? Overview
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Quick answer
Caleb Jacobson is listed as Financial Planner at Silver Oak Financial, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Caleb Jacobson.
Caleb Jacobson previously worked as Disney College Program at Walt Disney World and Volunteer Consultant, Student CFO at Pitt Butter Company. Caleb Jacobson holds Bachelor Of Business Administration - Bba, Finance from University Of Pittsburgh.
Company email context
Email format at Silver Oak Financial
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Silver Oak Financial
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Profile bio
About Caleb Jacobson
I am a Financial Planner with Silver Oak Financial. I graduated from the University of Pittsburgh with a degree in Finance, minor in Economics, and certificates in Business Analytics and Leadership & Ethics. I have had work experience at several different companies, including The Walt Disney Company and Thread International. I am very passionate about being able to help others on their path to financial success and freedom. I want to see others have the capabilities to live their lives the way they want to. If I can be of any help to them on their journey to success and freedom, that is what success looks like to me. I want to be someone a client can come to any time they have an issue that they may need help with and can be a resource for them throughout their entire financial journey. When I am not working with clients, I can often be found either on the golf course or watching a baseball game.
Current workplace
Caleb Jacobson's current company
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4 roles
Caleb Jacobson work experience
A career timeline built from the work history available for this profile.
Disney College Program
• Collaborated with managers from several different areas of the hotel to maximize guest satisfaction• Implemented a new system that allowed for linen to be moved and packed in a more efficient manner• Trained incoming roamers in several different positions, such as bell services, food service, etc.
Jan 2022 - Jul 2022
Volunteer Consultant, Student Cfo
Pitt Butter Company
• Conducted market analysis of the butter industry in the Pittsburgh area and throughout the nation• Formulated the supply chain logistics that consist of delivery routes, minimum order requirements, etc.• Drafted a business plan highlighting company description, financial projections, budgets, etc.
Feb 2021 - Dec 2021
International Supply Chain Management Intern
• Met weekly with impact managers in Haiti, Honduras, and Taiwan to discuss the latest in each country• Created a database of over 200 potential companies that First Mile could partner with in the future
May 2021 - Aug 2021
2 education records
Caleb Jacobson education
Bachelor Of Business Administration - Bba, Finance
Bachelor Of Business Administration - Bba, Finance, General
FAQ
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Quick answers generated from the profile data available on this page.
What company does Caleb Jacobson work for?
Caleb Jacobson works for Silver Oak Financial.
What is Caleb Jacobson's role at Silver Oak Financial?
Caleb Jacobson is listed as Financial Planner at Silver Oak Financial.
Where is Caleb Jacobson based?
Caleb Jacobson is based in Pittsburgh, Pennsylvania, United States while working with Silver Oak Financial.
What companies has Caleb Jacobson worked for?
Caleb Jacobson has worked for Silver Oak Financial, Walt Disney World, Pitt Butter Company, and The First Mile.
How can I contact Caleb Jacobson?
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What schools did Caleb Jacobson attend?
Caleb Jacobson holds Bachelor Of Business Administration - Bba, Finance from University Of Pittsburgh.
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