Danna Jacobs
CFP®, ADPA®, MBA
Legacy Care Wealth, LLC
Founding Partner
Danna Jacobs
CFP®, ADPA®, MBA
Legacy Care Wealth, LLC
Founding Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Danna Jacobs, CFP®, ADPA®, MBA
Fee-Only Financial Planner serving the Jersey City, NJ area. We work closely with young professionals, young families and entrepreneurs to provide holistic financial planning services.
Danna Jacobs is a Jersey City, NJ fee-only financial planner. Legacy Care Wealth, LLC provides holistic financial planning and investment management to help young professionals, young families and entrepreneurs organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Danna Jacobs is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Danna Jacobs is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Danna Jacobs is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Danna Jacobs is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Danna Jacobs is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Danna Jacobs is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Danna Jacobs Serves on the Board of Trustees for the Student/Partner Alliance
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Danna Jacobs is Quoted in the Chicago Tribune: "Should young adults accept financial help from their parents?"
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Danna Jacobs is Quoted on FinancialAdvisorIQ: "Young FAs Glean Referrals by Getting Their Names Out There"
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Danna Jacobs is quoted on Kiplinger: "Should Young Adults Accept Financial Help From Their Parents?"
Contact Danna Jacobs
Office Locations:
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201 Montgomery St.
Ste. 2022
Jersey City, NJ 07302
