David Jacobs

David Jacobs Email and Phone Number

Partner at Navalign Wealth Partners @ Navalign Wealth Partners
encino, california, united states
David Jacobs's Location
Los Angeles County, California, United States, United States
David Jacobs's Contact Details
About David Jacobs

David is a founding partner at Navalign and holds the Chartered Financial Analyst (CFA) designation. He has dedicated his entire career to helping families, business owners, and professionals navigate complex financial landscapes. Upon co-founding Navalign in 2002, David embraced the role of a true independent advisor and became a “Fee-Only” fiduciary focusing solely on his clients’ best interests. He takes pride in leading a team that’s redefining wealth management by building lasting relationships based on trust, transparency, and personalized financial strategies. He looks forward to helping new clients achieve their financial goals and establish their legacy. David is also committed to the growth of Navalign and welcomes like-minded financial professionals to join our dynamic team. If you're interested in learning more about opportunities at Navalign or just want to discuss financial planning strategies, he's always open to connect. Prior to Navalign, David honed his wealth management expertise at a large Wall Street firm where he was part of a team that managed over $2 billion in assets for wealthy families and institutions. He is a graduate of Cornell University in Ithaca, NY and was born and raised in a suburb of Los Angeles. David believes strongly in giving back to the community and is an active participant in several charities including the LA Jewish Federation, LA Jewish Health and the Anti Defamation League. Personally he enjoys traveling, sports and spending time with his family and friends.

David Jacobs's Current Company Details
Navalign Wealth Partners

Navalign Wealth Partners

View
Partner at Navalign Wealth Partners
encino, california, united states
Website:
navalign.com
Employees:
6
David Jacobs Work Experience Details
  • Navalign Wealth Partners
    Partner
    Navalign Wealth Partners 2002 - Present
    Encino, Ca
    Navalign provides fee-only, fiduciary wealth management, financial planning and retirement plan services.
    View
  • Ab Bernstein
    Private Client Group
    Ab Bernstein 1997 - 2002
    Los Angeles, Ca
    View

David Jacobs Skills

Wealth Management Financial Advisory 401k Wealth Management Services Investments Investment Strategies Charities Investment Management Asset Allocation Asset Management Equities Estate Planning Finance Financial Analysis Asset Managment Small Business Retirement Planning Financial Planning Portfolio Management Due Diligence Mergers And Acquisitions Alternative Investments

David Jacobs Education Details

Frequently Asked Questions about David Jacobs

What company does David Jacobs work for?

David Jacobs works for Navalign Wealth Partners

What is David Jacobs's role at the current company?

David Jacobs's current role is Partner at Navalign Wealth Partners.

What is David Jacobs's email address?

David Jacobs's email address is dj****@****obs.com

What is David Jacobs's direct phone number?

David Jacobs's direct phone number is +181852*****

What schools did David Jacobs attend?

David Jacobs attended Cornell University.

What are some of David Jacobs's interests?

David Jacobs has interest in Los Angeles Dodgers, Hiking, Food Network, Golf, Travel.

What skills is David Jacobs known for?

David Jacobs has skills like Wealth Management, Financial Advisory, 401k, Wealth Management Services, Investments, Investment Strategies, Charities, Investment Management, Asset Allocation, Asset Management, Equities, Estate Planning.

Who are David Jacobs's colleagues?

David Jacobs's colleagues are Chris Carter, Joey Agdinaoay, Scott Gaynor, Cfp®, Aif®, Matt Stadelman, Aif® Crpc®.

Not the David Jacobs you were looking for?

View similar profiles

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.