JACOB BRODT
JACOB BRODT
About Me
Jacob is a Financial Advisor with 19 years of experience currently serving the Sonoma County markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Jacob works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, Jacob worked as a Financial Advisor at Bank of the West. He received his Bachelor of Science in Business Administration, Finance Concentration from Sonoma State University and is a Accredited Investment Fiduciary® professional. Jacob holds securities licenses 7, and 66, held through LPL Financial along with his life, health, annuity and variable contracts insurance licenses.
Jacob and his family reside in Santa Rosa. In his spare time, he enjoys cycling, camping, gardening and spending time with family.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management