Jacob Long, Cfp®
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Jacob Long, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ professional, Senior Vice President at Firstrust Financial Resources/Partner of Physician Planning Associates at Firstrust Financial Resources
Location: Philadelphia, Pennsylvania, United States 6 work roles 1 school
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Current company
Firstrust Financial Resources
Role
CERTIFIED FINANCIAL PLANNER™ professional, Senior Vice President at Firstrust Financial Resources/Partner of Physician Planning Associates
Location
Philadelphia, Pennsylvania, United States
Company size
11 employees

Who is Jacob Long, Cfp®? Overview

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Quick answer

Jacob Long, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional, Senior Vice President at Firstrust Financial Resources/Partner of Physician Planning Associates at Firstrust Financial Resources, a company with 11 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jacob Long, Cfp®.

Jacob Long, Cfp® previously worked as Senior Vice President at Firstrust Financial Resources and Vice President at Firstrust Financial Resources. Jacob Long, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Ithaca College.

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Firstrust Financial Resources

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Profile bio

About Jacob Long, Cfp®

I have a passion for helping others. In my career, that means implementing the right accumulation, protection and distribution strategies to enable my clients to reach their goals. As a CERTIFIED FINANCIAL PLANNER™ professional I believe in putting my clients first, and treating each client as family. I am looking to build relationships with those that want to get on the right path to financial freedom. With nearly a decade of experience, I have seen the problems that retirees face today and am guiding my clients to better future outcomes. I help my clients navigate the complexity of taxes and utilize modern day solutions that will result in lower taxes paid in the future. At Firstrust Financial Resources we have a team of specialist in all aspects of planning for individuals and corporations. Our team-based approach allows us to deliver effective solutions for tax-efficient accumulation, retirement income, insurance protection, and corporate benefits. My commitment to my clients extends beyond professional guidance. I believe in the importance of aligning my clients' financial goals with my own. Just as I strive to secure the financial well-being of my family, I work diligently to provide the same level of care and attention to each client that I serve.CA Insurance License #0L71731

Current workplace

Jacob Long, Cfp®'s current company

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Firstrust Financial Resources
Firstrust Financial Resources
CERTIFIED FINANCIAL PLANNER™ professional, Senior Vice President at Firstrust Financial Resources/Partner of Physician Planning Associates
philadelphia, pennsylvania, united states
Website
firstrustfinancialresources.com
Employees
11
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6 roles

Jacob Long, Cfp® work experience

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Vice President

Current
Firstrust Financial Resources

Greater Philadelphia Area

Firstrust Financial Resources is a client-centric, 50-person financial services firm offering wealth management services to individuals, businesses, and not-for-profit organizations. Located in Philadelphia with offices throughout the region, FFR is a wholly-owned subsidiary of Firstrust Bank, one of the region's oldest and most respected financial.

Oct 2018 - Present

Financial Professional

Current
Firstrust Financial Resources

Greater Philadelphia Area

Firstrust Financial Resources is a client-centric, 50-person financial services firm offering wealth management services to individuals, businesses, and not-for-profit organizations. Located in Philadelphia with offices throughout the region, FFR is a wholly-owned subsidiary of Firstrust Bank, one of the region's oldest and most respected financial.

Jun 2014 - Present

Intern

Firstrust Financial Resources

Greater Philadelphia Area

-Worked with Investment Specialist in supporting firm’s investment platforms-Assisted with portfolio construction and monitoring-Prepared investment proposals and client reviews

Jun 2013 - Aug 2013

Intern

The Llb Group

Greater Philadelphia Area

Dec 2012 - Feb 2013
Team & coworkers

Colleagues at Firstrust Financial Resources

Other employees you can reach at firstrustfinancialresources.com. View company contacts for 11 employees →

CD Christina Diegidio Christina Diegidio Colleague at Firstrust Financial ResourcesPhoenixville, Pennsylvania, United States, United States View → MC Matthew Crane Matthew Crane Colleague at Firstrust Financial ResourcesGreater Philadelphia, United States View → NP Noel Pool Noel Pool Colleague at Firstrust Financial ResourcesGreater Philadelphia, United States View → WS William St. Clair V William St. Clair V Colleague at Firstrust Financial ResourcesUnited States, United States View → AW Alison Watson Alison Watson Colleague at Firstrust Financial ResourcesCherry Hill, New Jersey, United States, United States View → SC Shane Cameron Shane Cameron Colleague at Firstrust Financial ResourcesGreater Philadelphia, United States View → SL Steven Loos Steven Loos Colleague at Firstrust Financial ResourcesClementon, New Jersey, United States, United States View → CC Carson Curry Carson Curry Colleague at Firstrust Financial ResourcesChalfont, Pennsylvania, United States, United States View → EM Eleftherios Martin Eleftherios Martin Colleague at Firstrust Financial ResourcesEgg Harbor, New Jersey, United States, United States View → WW Will Wennberg Jr Will Wennberg Jr Colleague at Firstrust Financial ResourcesWilmington, Delaware, United States, United States View →
1 education record

Jacob Long, Cfp® education

FAQ

Frequently asked questions about Jacob Long, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jacob Long, Cfp® work for?

Jacob Long, Cfp® works for Firstrust Financial Resources.

What is Jacob Long, Cfp®'s role at Firstrust Financial Resources?

Jacob Long, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ professional, Senior Vice President at Firstrust Financial Resources/Partner of Physician Planning Associates at Firstrust Financial Resources.

Where is Jacob Long, Cfp® based?

Jacob Long, Cfp® is based in Philadelphia, Pennsylvania, United States while working with Firstrust Financial Resources.

What companies has Jacob Long, Cfp® worked for?

Jacob Long, Cfp® has worked for Firstrust Financial Resources and The Llb Group.

Who are Jacob Long, Cfp®'s colleagues at Firstrust Financial Resources?

Jacob Long, Cfp®'s colleagues at Firstrust Financial Resources include Christina Diegidio, Matthew Crane, Noel Pool, William St. Clair V, and Alison Watson.

How can I contact Jacob Long, Cfp®?

You can use AeroLeads to view verified contact signals for Jacob Long, Cfp® at Firstrust Financial Resources, including work email, phone, and LinkedIn data when available.

What schools did Jacob Long, Cfp® attend?

Jacob Long, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Ithaca College.

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