Michael Jacobson, CFP®, EA
Login to view DISC.Michael is a Senior Financial Advisor at Vanguard, holding both CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent designations. An alumnus of Liberty University, he is passionate about using his expertise in market analysis and financial services to help clients navigate their finances and grow their wealth.
Beyond his professional role, Michael is committed to building strong relationships and fostering financial literacy. He previously served as a Peer Financial Coach, guiding fellow students on crucial topics like budgeting, credit management, and debt, demonstrating a foundational passion for helping others succeed.
He earned his CFP® designation after what he describes as a "long and challenging journey, " a testament to his discipline and dedication.
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Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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