Our Team
Russell Jacobson, CFP®, CEPA®
Education & Credentials
- B.S. Personal Financial Planning, Texas Tech University, 2012
- CERTIFIED FINANCIAL PLANNER™ professional, 2020
- Certified Exit Planning Advisor (CEPA), 2020
Russell Jacobson, CFP®, CEPA®
Principal & Senior Advisor
My passion for financial planning and working with business owners began early in my home life where financial planning and conversations around finance allowed me the
privilege of seeing first-hand just how impactful a comprehensive plan for the future can be. I have earned a unique perspective of the challenges businesses face during expansion, having worn a multitude of hats in varying fields and have come to respect the importance of planning in order to mitigate risks. I am passionate about relationship building and have a healthy respect for establishing successful business pursuits.
Having the opportunity to join Astoria felt like one of the most natural choices of my life. The diverse backgrounds of my colleagues coupled with the passion for helping our clients makes it possible to navigate our clients through even the most complicated personal and professional obstacles. By combining the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the CERTIFIED EXIT PLANNING ADVISOR (CEPA) designation, I strive to be a trusted partner to our clients through each phase of life and business.
Located in DFW, I am married to my high-school sweetheart, Amie, and we are the proud parents of two beautiful girls – Presley and Emery. I enjoy spending time with my family, exercising, playing hockey (Go Stars!), and anything that involves a boat, water, or mountains.
One team, in your corner.
Every client is supported by a team of three: a primary advisor, an associate
advisor, and a backup.
See if Astoria is the right fit.
The best way to understand how we work is a conversation. We’ll listen
first, then tell you honestly whether we can help.
