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Michael Jacobs, CFP®

Wealth Manager
Michael serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. With over 11 years of experience in the financial planning and investment industry, Michael offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Michael served as a Senior Associate at an independent investment advisory firm working with business owners and high net worth families and developed an in-depth knowledge of comprehensive wealth management. Michael earned a Bachelor of Business Administration degree in Economics from the University of Georgia. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Michael and his wife Michelle enjoy traveling and spending time with family and friends. In his spare time, Michael enjoys attending concerts and rooting for the Georgia Bulldogs and Atlanta United.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021