Remy Jacobson

Remy Jacobson is an accomplished financial advisor currently serving as a Financial Advisor at United Planners Financial Services and as Vice President at Jacobson Wealth Management since August 2020. In addition to these roles, Remy co-founded FinEd, the Financial Education Association of UC Berkeley, which operated from August 2021 to May 2023, and taught as an Instructor at Napa Valley College from February 2022 to December 2022. Remy holds a Bachelor of Business Administration in Finance from the University of California, Berkeley, Haas School of Business, obtained in May 2023, and an Associate of Science in Business Administration and Management from Napa Valley College, completed in May 2021.