Jacob W. Parish

Drawing on more than 15 years of experience helping clients navigate important financial decisions, Jacob W. Parish, CFP®, focuses on three groups:

Professionals in leadership roles with stock compensation, including RSUs, ESPPs, and stock options

Mid-career healthcare professionals balancing growing wealth, employee benefits, and student loans

Couples 5–10 years from retirement who want a clear, reliable plan for turning savings into income

Since 2009, Jacob has helped clients simplify complexity and move forward with confidence by bringing investments, tax planning, equity compensation, and protection planning into one coordinated, plain-English strategy. He works with clients virtually across the U.S. and meets in person by appointment in Scottsdale, Arizona.

Learn more about Jacob’s planning approach.