Broker Check
Jacob Solomon, MBA, CFP®

Jacob Solomon, MBA, CFP®

Agency Senior Partner, CERTIFIED FINANCIAL PLANNER™ professional

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CA Insurance License #OC26728

State of Domicile: NJ

“It is my mission to always be in the business of providing greater focus and better financial outcomes for clients in a warm and caring environment.”

I am a Certified Financial Planner Professional with over 30 years in the industry, providing guidance to entrepreneurs, businesses and families. The foundation of my practice is based upon my personal mantra of “do the right thing.” By following this approach I build long-term relationships with my clients that have given me the opportunity to follow them through several stages of their lives. My long-term vision of supporting education initiatives including scholarships, college planning and program development has been a channel to incorporate my professional experience with my personal passion. The careful analysis and integrity I bring to both endeavors helps ensure the decisions made match the needs and goals of each client.

  • Metlife Platinum Conference Qualifier (2006-2017): A company honor awarded annually to those Financial Services Representatives who exemplify superior standards of personal integrity, professionalism and customer service.
  • Metlife Leaders Conference Qualifier (2006-2017): A company honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.