Meet the Partners, Wealth Advisors, & Investment Associates

Andrew H. Jacobson

Sr. Vice President, Sr. Portfolio Manager, Wealth Advisor

Before joining SteelPeak Wealth, Andrew was a Senior Vice President and Senior Portfolio Manager at Wells Fargo Advisors. He has been serving clients as a Financial Advisor since 1998. Andrew earned his BA from Ithaca College and his Master’s Degree in Marriage, Family and Child Counseling from Phillips Graduate Institute. 

Andrew’s years of experience in market research, portfolio management and risk analysis have helped him develop and nurture his long-standing, trust-based client relationships. Andrew’s recent decision to move into a fiduciary role as an independent advisor was born from the commitment to focusing even more on the needs and goals of his clients, their families and their businesses. As a fiduciary, Andrew believes that in-depth conversations and planning are the first steps to assisting his current and prospective clients in developing a road map for their financial future. It is his belief that every client’s financial future requires a solid but flexible blueprint which will serve as their investment and retirement planning foundation.

Andrew is active in contributing to multiple charities including Wounded Warrior Foundation, St. Jude’s Children’s Hospital and The ASPCA. In addition, Andrew enjoys fitness, mixed martial arts training, golf, bicycle riding and spending time with his daughter.

 

T 818 835-8761

andrew.jacobson@spwm.com