Danna Jacobs| CFP®, ADPA®, MBA
Legacy Care Wealth, LLC
- Fee-Only Financial Planning
- Financial Review
- Young Professionals
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
Our Other NAPFA Members
Jersey City, NJ 07302
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Danna Jacobs is a Jersey City, NJ Fee-Only Financial Planner serving Jersey City and all surrounding areas. Legacy Care Wealth specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Danna Jacobs is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional. SCHEDULE A MEETING WITH ME
My husband and I love taking our now two-year old son and mini-husky outdoors whenever possible, whether it is hiking, playing in the backyard, swimming at the pool or beach, and skiing/snowboarding when the weather permits. I am simply thrilled to be able to help other young families and entrepreneurs work through the financial decisions they need to achieve their personal goals.
We work specifically with young professionals to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly matters, managing their careers, taking care of their families, and enjoying their lives.
Prior to launching Legacy Care Wealth, Danna Jacobs was a Client Service Associate at Barclays Wealth & Investment Management Division working with a top investment advisor at the firm from January 2010 to March 2013. Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities. In addition, she holds an MBA from New York University's Stern School of Business. She completed her MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. She also holds a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian. Lastly, she is a Trustee and Board Member of the Student/Partner Alliance (S/PA), a non-profit organization that partners high school students from Jersey City and Newark with both scholarships and mentors so they can attain a private high school education.
Our Mission: At Legacy Care Wealth, we work closely with young professionals and entrepreneurs to learn about their largest financial concerns and their visions for their future. We then address any cash flow needs to align today’s finances with their goals of tomorrow. Together with our clients, we devise appropriate financial planning strategies that best align our clients' finances with what drives them and finds them the most happiness.
Our Services: Our services are coordinated to provide a variety of resources that best suit our clients’ needs. These services include, but are not limited to, comprehensive financial planning, investment management, tax efficiency planning, debt management, business management, bookkeeping, and savings and budgeting models.
Our Commitment: Legacy Care Wealth was founded upon the belief that clients deserve the utmost care and consideration from their professional partnerships. We pride ourselves on our superior and efficient client service and we are committed to maximize the value we bring to our customers.
Your Financial Issue: Now more than ever, our financial futures require comprehensive analysis to maintain success. Today, we face complications from market fluctuations, increased legal oversight, social security gaps, and ever-changing tax laws that impact our personal and professional lives. We understand that your financial management is the key to helping you achieve your life goals.
Your Solution: We will work with you both to provide planning and as an advisor for any of your financial planning needs.