Jacob serves as Director of Financial Planning at Equinum. In this capacity he helps clients with lifecycle planning, including retirement planning, estate planning, investment planning and more. After entering the financial arena at a wealth management firm in the financial district in lower Manhattan, Jacob was recruited to Equinum for his keen knowledge and understanding of the topics that help clients’ bottom line. As a hobby, Jacob undertook writing on various financial topics for a local Jewish publication while immersed in learning in Kollel. After attaining a loyal reader base Jacob decided to follow his calling, to invest in a career in finance. He enrolled in the Certified Financia