James Jacobson, CFP®, is a seasoned professional with over 30 years of experience in wealth management. Currently serving as Senior VP and Manager of Wealth Services at Girard, a Univest Wealth Division, James supervises a team of nine wealth advisors while assisting clients in achieving their financial goals through holistic planning and asset allocation strategies. Prior to this role, James worked at Charles Schwab as an Investment Center Manager and Senior Investment Specialist. James graduated Magna Cum Laude with a Bachelor of Science degree in finance from Bradley University. Outside of work, they enjoy outdoor activities and honing ancestral skills.
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