Partner & Shareholder

DAVID A. JACOBS, J.D. has over twenty years of experience in law, insurance, and communications, and brings a valuable and unique perspective to the planning process.

Mr. Jacobs is a conscientious planner who specializes in working with other professionals and their clients to address business succession, executive retirement, estate planning, and life insurance matters. He is an excellent listener who cares deeply about meeting clients’ individual goals and objectives.

Mr. Jacobs frequently authors special reports on advanced planning techniques and speaks on behalf of the firm at conferences, seminars, and events, including the CalCPA/UCSD Tax & Accounting Institute and the National Association of Surety Bond Producers. He regularly provides continuing education to attorneys, accountants, fiduciaries, and other professionals.

Mr. Jacobs is active with local charities. He currently serves as treasurer of the North County Estate Planning Council and as Southern California membership chair of the Family Business Association of California. Mr. Jacobs served as president and board member of Center for Community Solutions for seven years and provided of pro bono services to the U.S.S. Midway Museum and Palomar College Foundation.

Mr. Jacobs received his B.A. in Political Science from the University of California at Santa Barbara, and his juris doctor (J.D.) from California Western School of Law in San Diego. He holds insurance licenses in many states. Mr. Jacobs resides in San Diego, California with his wife and their two children.

CA License #0C90752