Our Team
Kirby Jacobson, CFA®, CFP®
Education & Credentials
- B.S. Personal Financial Planning, Magna Cum Laude, Texas Tech University, 2008
- CERTIFIED FINANCIAL PLANNER™ professional, 2011
- Chartered Financial Analyst® charterholder, 2012
Kirby Jacobson, CFA®, CFP®
Managing Principal & Chief Investment Officer
I have had a passion for helping others with their finances from a very young age. I
enjoy supporting young investors looking to build their portfolios across a progressive
career as well as those more established in their careers and in retirement looking for a
creative, collaborative partner in the management of their assets. Holding both the
CERTIFIED FINANCIAL PLANNER™ designation and being a Chartered Financial
Analyst® charter holder is a rare and unique combination that provides clients a well-
rounded perspective on their financial needs and investment strategies.
My wife, Angela, and I have enjoyed over 18 incredible years together and are now raising our two young girls, Lillian and Penelope. Outside of my financial pursuits, I am a long-term member of Orange Theory Fitness and an avid Yogi. Life is about balance, and financial planning is no different. I enjoy helping people look beyond traditional money management and consider balancing one’s personal life and aspirations with all the possibilities of how to accomplish those goals.
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.
