Mike Jacobs

Mike Jacobs is a Senior Financial Planner at Szarka Financial with over 40 years of investing experience. After a successful career in business leadership, he transitioned into financial planning to help others apply the lessons he gained throughout decades of real-world investing.

He works with individuals and families to develop investment strategies focused on managing risk, improving tax efficiency, and supporting long-term financial goals. His approach is shaped by firsthand experience and a clear understanding of how investment decisions impact outcomes.

Mike holds securities registrations including Series 6, 7, 63, and 65, and is licensed in insurance, disability, and long-term care.