Jacob joined us in the summer of 2020 to lead our investment advisory team. He keeps a trained eye on our investment choices and oversees the financial modeling we use to match clients’ risk tolerances with portfolio risk. Before joining the GFP team, Jacob spent 11 years with various firms in and around Boston. As a retirement plan analyst, he managed more than $600 million in assets. He has also served the wealth management community as a consultant, analyst, and planner. Before entering the finance field, Jacob worked as a university instructor of English literature and western culture in Dongying, China. A Chartered Retirement Planning Counselor (CRPC®) and level-three Chartered Finan