Jacob Greenberg
CFP®, ChFC® , AIF®
Pure Financial Advisors, LLC
Managing Director
Jacob Greenberg
CFP®, ChFC® , AIF®
Pure Financial Advisors, LLC
Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jacob Greenberg, CFP®, ChFC® , AIF®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Meet Jacob Greenberg
Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax-efficient and cost-efficient methods possible.
Prior to joining Pure Financial, Jake was a lead strategist in charge of running the financial planning department for a fee-only financial planning firm. At Pure, he is able to utilize his expertise in cash flow management, retirement planning, estate planning, investment management, tax analysis, and insurance planning to develop unbiased and uniquely tailored strategies for his clients’ complex and ever-changing financial needs.
Jake graduated from California State University Fullerton with a Bachelor’s Degree in Finance – Investments & Financial Planning and holds two prestigious designations in the financial planning industry, the CERTIFIED FINANCIAL PLANNER™ Certification and the ChFC® (Chartered Financial Consultant). Prior to working with a fee-only financial advisory firm, Jake also held the FINRA Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, and a Life, Accident & Health Insurance License (L&D).
Jake is an active member at his church and also helps run an organization dedicated to supporting veterans and active-duty military. He plays the bass guitar and in his spare time enjoys camping, target shooting, and all things outdoors.
Jacob Greenberg 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.
Contact Jacob Greenberg
Office Locations:
-
3131 Camino Del Rio N
Suite 1550
San Diego, CA 92108
