Jacob Solomon, CFP®, MBA

Jacob Solomon has been practicing for over 30 years as a financial professional by providing his wealth of experience and guidance to entrepreneurs, businesses and families. Solidifying his mantra of “do the right thing,” Mr. Solomon advises his clients in the area of Wealth Accumulation and Risk Management, Investment Strategies, Tax Reduction Strategies, Retirement Planning, Estate Conservation and more. It's a critical role he cherishes.

A 1984 graduate of Manhattan's Yeshiva University with a degree in Economics, and Boston University where he received his MBA in 1986, Mr. Solomon was trained by the eventual President of the International Association for Financial Planning, and received his Certification in Financial Planning in 1993. The recipient of various awards, he has been quoted in The Record, Money Magazine, Financial World, Mutual Funds and Bloomberg Wealth Manager, and has been a consultant to both private and publicly owned corporations and firms listed on NASDAQ.

Mr. Solomon resides in Teaneck, New Jersey with his wife, and has three children and a grandchild. He is an active civic minded volunteer, engaged in giving back to the community.  Jacob's long-term vision of supporting education initiatives including scholarships, college funding strategies and program development has been a channel to incorporate his professional experience with his personal passion.