Jacob Fiore joined the team in August 2021 as a Financial Paraplanner and has more than five years of experience in the financial services industry. He plays a key role in building and analyzing comprehensive financial plans, as well as providing ongoing service for client accounts. To date, Jacob has supported over 50 comprehensive financial plans.
In addition to assisting Brian create financial Plans, Jacob leads the firm’s investment committee, helping guide portfolio strategy and investment decisions. With a background as both a trader and customer service representative, he brings a strong analytical foundation and a client-focused approach to every engagement.
Jacob is passionate about helping individuals and families achieve their financial goals. He earned his degree in Finance from the University of Florida and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Accredited Portfolio Management Advisor℠ (APMA®) designation, along with his Series 7, 63, and 65 licenses.
Outside of the office, Jacob enjoys traveling to new destinations—often to attend college football games. He stays active, having competed in half marathons, and enjoys spending time in the kitchen cooking and trying new foods.