ARIC JACOBSON, JD, LLM, CFP®,CEP
Advanced Planning Consultant
- Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
- Earned a bachelor’s degree from Tulane University, JD from Tulane University School of Law and LLM in Taxation from NYU
- Holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Certified Equity Professional (CEP) designation, and FINRA 6, 63 and 65 licenses
- Member of the New York State Bar (retired) and American Bar Association
