David Jacobs Email & Phone Number

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.

Listed skills include Wealth Management, Financial Advisory, 401K, Wealth Management Services, and 18 others.

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  Cornell University

  Finance