Jacob Kinney
FIC
State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, VA, VT
730 Arizona Ave
Santa Monica, CA 90401
State(s) Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, PA, VA, VT
Partnering with individuals and families across the country, both virtually and in-person, to achieve financial clarity while protecting your loved ones and goals! Primary offices are located in West Los Angeles and Central Connecticut.
Underlying financial stress and anxiety can be a headache. I've been there before myself, and know how it feels. I partner with my clients to be a resource for them to gain financial clarity, live abundantly, and give generously.
I know finances can be confusing and intimidating. Together, we will develop a strategy that helps your money work for you and on your terms.
As we partner together I'll be an educator and a resource on key areas including:
- Retirement Planning
- 401(k) rollovers
- High Net Worth Wealth Management
- Investments & Wealth Building
- Estate & Legacy Planning
- Life Insurance, Disability Income Insurance, and Extended Care Insurance
- Retirement Income Planning
- Minimizing Taxes
- Maximizing Social Security & Pension Income
- Charitable Giving
I am a Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Santa Monica Office
- Phone:
- 860-474-3602