Noah Jacobson
Senior Director, Wealth Management
Noah strives to provide comprehensive client service and communicate complex financial concepts using language anyone can understand.
Since day one of his nearly two decades of experience in the finance industry, Noah has had a self-professed mission to offer clients an alternative financial advising experience. He focuses on providing each of his clients with hands-on, personal, private wealth management. He serves a select group of successful business owners, physicians, dental practitioners, and high-net-worth families.
He’s particularly passionate about helping clients maximize their social security benefits and regularly teaches on this topic at Santa Rosa Junior College.
Noah serves as a member of the Santa Rosa Junior College, Friends of the Petaluma Campus Trust, SRJC Foundation Investment Committee, and was appointed to the SRJC Measure H Citizens’ Bond Oversight Committee. He serves the community as a longtime member of the Petaluma Sunrise Rotary Club and is a former Mentor with Mentor Me Petaluma. He is also a former board member of the Petaluma Chamber of Commerce and a graduate of the Leadership Petaluma program.
Noah is an enthusiastic swimmer and participates in a master’s swim program. He enjoys being an active member of the Petaluma community along with his two children.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Santa Rosa Junior College, member
- Friends of the Petaluma Campus Trust, member
- SRJC Foundation Investment Committee, member
- SRJC Measure H Citizen’s Bond Oversight Committee, member
- Petaluma Sunrise Rotary Club, member
- Mentor Me Petaluma, Mentor
- Petaluma Chamber of Commerce Leadership Program, graduate
EDUCATION
- Bachelor of Science in Business, Northern Arizona University
