Jacob Loosle, CFP®WEALTH MANAGER
Jacob Loosle started working in the Financial Services industry when he joined Bedrock Capital, now the United Capital Silicon Valley office, in 2013. He is a graduate of the Jon M. Huntsman School of Business at Utah State University, where he received a Bachelor’s Degree in Accounting with a minor in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER ™ professional, which means he has met the rigorous experience and ethical requirements of the CFP Board, successfully completed financial planning coursework and passed the CFP ® Certification Examination.
As a Wealth Manager, Jacob takes a holistic approach to wealth management and advises clients while taking into consideration in all aspects of their financial lives such as investments, retirement planning, tax planning and estate planning. His past work experience has provided a variety of experience in working with people. He has served as a debt collector, a door-to- door salesman and a missionary for his church.
Jacob is a transplant to Silicon Valley, having grown up in Logan, Utah. Most of his free time is spent playing basketball, tennis, traveling with his wife and supporting his favorite sports team the, Golden State Warriors!