Christopher Jacobi Email & Phone Number | Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements

Christopher Jacobi

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be...
Huntington, New York, United States

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Christopher Jacobi’s Email christopher.jacobi@td.com

Christopher Jacobi’s Phone Numbers

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Christopher Jacobi’s Location Huntington, New York, United States

Christopher Jacobi’s Current Industry Prudential Financial

Christopher Jacobi’s Prior Industry Chad | Citibank | Hsbc

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Financial Planner at Pruco Securities, LLC

2024-03-01 00:00:00 - Present

Private Client Manager

2023-07-01 00:00:00 - 2024-03-01 00:00:00

Citigold Relationship Manager

2013-09-01 00:00:00 - 2023-07-01 00:00:00

Premier Relationship Manager

2010-07-01 00:00:00 - 2013-09-01 00:00:00

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Christopher Jacobi is a Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning strategies • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements