Luke A. Jacobson, CFA

Luke A. Jacobson, CFA

Presidio Capital Management
12626 High Bluff Drive, San Diego, CA 92130
Financial Advisor
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About 

Luke A. Jacobson, CFA

Capital Markets Expert | Providing Financial Strategies, Building Net Worth and Managing Risk I help individuals and institutions create solutions for wealth management including; portfolio management, tax planning, liquidity events, estate planning and retirement. My background in financial modeling, equity capital markets and risk management offers a unique perspective for professionals seeking professional advice. Please contact me at (858) 461-3342. If we're not a fit, I'll be happy to help you connect elsewhere.

Licenses

Chartered Financial Analyst (CFA)

Education

About 

Presidio Capital Management

Independent RIA in Southern California, focused on Providing Financial Strategies, Building Net Worth and Managing Risk

FIRM SEC/CRD #

304501

Are you a Fiduciary?

Do you receive any commissions or fees based on financial products you provide to clients?

Methods of Compensation

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