Jacob Arroyo
President

With over 16 years of experience in the financial services industry, Jacob specializes in helping individuals and business owners navigate the complexities of financial and retirement planning. His expertise lies in needs assessment, estate management, relationship building and guiding clients through difficult financial decisions with clarity and confidence.

Throughout his career, Jacob has worked extensively with business owners and their employees, providing tailored financial and investment education to empower informed decision-making. His business is built on long-term trust-based relationships, transparency, and a deep understanding of each client’s unique goals.

Outside of work Jacob dedicates his time to his wife Soussalina and his two children, Isaac and Isla. When he’s not working to help his clients meet their goals or spending time with his family he can be found weight training at American Iron Gym. You can learn more and connect with Jacob on LinkedIn.