Learn More About Your Advisor
MEET YOUR FINANCIAL PLANNING PROFESSIONAL
DANNA JACOBS, CFP®, ADPA®, MBA
PHILOSOPHY: Danna is very committed to empowering her clients with the tools, resources and guidance to help them reach their financial goals in their life. She believes that working closely with them and truly digging into their financial world with them she can cultivate calm in their financial world. Further, Danna works with her clients on implementing tools to incorporate financial planning into the upbringing of the next generation. Starting these conversations with our children allows us to tool them up by the time they are adults in the ever evolving world.
BASICS: Danna resides in Randolph, NJ with her husband, two young sons, and their dog, Carter, an Alaskan Klee Kai (mini-husky). In her spare time, they love kayaking, playing sports, fishing, skiing, and hiking in the many trails around their home and are resuming traveling as the boys are getting older. She has worked at Lehman Brothers and Barclays, and received her Bachelors of Arts at Vassar College in Poughkeepsie, New York graduating with a major in Economics and Italian, and her Masters in Business Administration at New York University’s Stern Langone Program. She is a CFP(R) and ADPA, and also serves as a Trustee for a local non-profit, Student/Partner Alliance, which serves local at-risk teenagers by providing them scholarships and mentors for their private high school education.
Born & Raised
Husband – Justin, Sons – Ryder and Kayden.
Carter – Alaskan Klee Kai (mini-husky)
Reading, Hiking, Snowboarding