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Adam Jacobs
Business Name:
Adam Jacobs, CRPC - Financial Advisor
Business Description:
I provide comprehensive financial guidance to individuals, business owners and their families to build and protect their wealth and leave the legacy they want. North Star Resource Group 5075 Shoreham Pl Suite 260, San Diego, CA 92122 Direct: (619) 353-0023 | Office: (619) 350-8900 Investment advisor representative of Cetera Investment Advisers, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
How Business Creates Value:
Every client should be treated as family, and deserves the right to peace, dignity, financial security, and the creation of a financial legacy. We can accomplish this together through personalized advice, including: Financial Planning Retirement strategies Investment management Asset Protection Wealth accumulation and distribution Debt management Employee benefit programs Tax minimization strategies Education funding and more...

Credentials

  • Life, Accident, and Health Insurance Licensed
  • FINRA Series 7 Registered
  • FINRA Series 66 Registered
  • TEAM Member since 2022
  • CRPC Designation (Chartered Retirement Planning Counselor)

Interests

  • Business owners
  • Foster families
  • Blended families
  • Sports community
  • Community impact
  • Health Care Professionals
  • Attorneys
  • Soccer