Stephen Jacobson

Financial Planning Associate

Start Date:

As a Financial Planning Associate at Verdence, Stephen is committed to providing effective strategies to aid clients in achieving their financial goals. He brings experience in portfolio management, tax compliance, and client service, which helps him understand the overall financial picture for his clients.

He holds a Bachelor’s Degree in Accounting from Liberty University and is currently pursuing his CFP® coursework through the College of Financial Planning. Additionally, he is an active member of the Financial Planning Association in the Greater National Capital Area.

Get to know Stephen!

If I were not a financial planner, I would be:

“Professional Spikeball player!”

Living or dead, I would like to invite to dinner:

“Ryan Gosling, Christopher Nolan, and Dan Campbell. If you cannot tell, I like movies and my Detroit Lions!”

Three words that describe me:

“Resilient, Loyal, and Caring.”