David Jacoby
CFA, CPA, CFP®
Remote Financial Planner
Financial Planner
David Jacoby
CFA, CPA, CFP®
Remote Financial Planner
Financial Planner
I'm on a mission to help global professionals plan for their future, so they can live in the moment, free from anxiety about money. - David Jacoby, CFA, CPA, CFP®
Fee-Only financial planner that works remotely to serve clients around the globe.
Meet David Jacoby
Professional: David is a Chartered Financial Analyst (CFA) charterholder, Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He received an International MBA from the Darla Moore School of Business and a BSBA with a focus in Accounting from Christopher Newport University. He has served as a subject matter expert (SME) to develop test questions for the CFP® Board certification examination. Annually, he volunteers for the IRS Volunteer Income Tax Assistance (VITA) program where he helps low-income families file their income tax returns.
Personal: David is an on-again, off-again expat that loves to travel. Previously, he's lived in Brazil and Chile but is currently calling Barcelona, Spain home. His travels have changed his outlook on life and impacted the way he lives and works. He became an entrepreneur so that he could have more control and enjoyment in life. Now, he spends every day helping his clients realize their financial goals, so they can live the life they want to live too.
David Jacoby 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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David Jacoby 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.
Contact David Jacoby
Office Locations:
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Arlington, VA 22201
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Okeechobee Blvd
West Palm Beach, FL 33411 -
Fredericksburg, VA 22405
