Eric Jacoby, CFP®, RFC®

Eric Jacoby, CFP®, RFC®

Phone: (818) 728-5961
Fax: (818) 728-5965
 

Eric Jacoby, CFP®, RFC® affiliated himself with The Advisor Consulting Group in 2005.  Prior to his joining The Advisor Consulting Group, he founded the Jacoby Agency in 1991. Eric specializes in strategic and comprehensive financial planning focusing on the areas of tax, investment, and risk management.  Additionally, he is experienced in the areas of estate, retirement, and education planning.

Over the years, Eric has formed strategic alliances with numerous CPA and Law Firms.  He is a past member of the Forum 400; a member of the National Financial Planning Association; The International Association of Registered Financial Consultants and a Member of Provisors;  to name just a few.

Eric has been in the Financial Services Industry since 1981.  He earned his Certified Financial Planner (CFP®) designation in 1988 from the College for Financial Planning in Denver, Colorado and earned his Registered Financial Consultant (RFC®) from the International Association of Registered Financial Consultants in August of 2012.

He has long standing ties to his community.  He was the Vice Chairman of the Board of Directors of the Guidance Development Center, a South Central Los Angeles agency specializing in helping under-privilege families.  He is a Member and two time past President of Mountaingate Country Club in Brentwood, California.  Additionally, he was the past President of the West Los Angeles Pony League (where he played as a youth) and managed youth baseball for many years.

Investment advisory services offered through Jacoby Agency Insurance Services, Inc. dba AFC Wealth Management a Registered Investment Advisor in the state of California.  Insurance products and services are offered through Jacoby Agency Insurance Services, Inc., and The Jacoby Agency Insurance Services Inc. and AFC Wealth Management are not affiliated with The Advisor Consulting Group, Kestra Investment Services, LLC (Kestra IS), and Kestra Advisory Services, LLC (Kestra AS).