Karsten Jacobson CFP, CFDA

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Karsten Jacobson CFP, CFDA I am a dedicated Certified Financial Planner (CFP®), Certified Divorce Financial Advisor (CDFA®) and proud Navy veteran. With a background as a U.S.

I am passionate for finance and am committed to helping individuals and families achieve their financial goals. Karsten Jacobson
Financial Advisor, CFP®, CDFA®
Helping Clients Preserve, Grow & Transfer Wealth | Trusted Fiduciary for Complex Financial Lives | Strategic Financial Leadership for Life’s Transitions
As a CERTIFIED FINANCIAL PLANNER® professional also known as a CFP® and Certified Divorce Financial Analyst® (CDFA®), I help individuals and families navigate life’s financial transitions with clarity, confidence, and care. Over a decade I’ve been committed to delivering personalized financial planning and wealth management solutions that align with each client’s unique goals and values. Naval Aviator veteran and a proud parent, I bring both discipline and empathy to my work. I understand that financial planning is not one-size-fits-all, it’s a personal journey that requires trust, transparency, and tailored strategies. As a licensed financial advisor, I have a fiduciary obligation to always act in the best interest of my clients. Whether you're preparing for retirement, managing a major life event like divorce, or simply seeking financial clarity, I offer comprehensive services including:
• Investment and portfolio management
• Retirement planning and income strategies
• Tax-efficient financial planning
• Insurance and risk management
• Estate and legacy planning
• Divorce financial planning and transition support
I’m passionate about helping clients build a secure financial future—one that supports their life today and their vision for tomorrow.
� Based in Ponte Vedra Beach, FL
� 904.686.1308
� [email protected]
________________________________________
Certified Financial planner Board of standards Center on Financial Planning, Inc. owns and license the certification marks CFP® and CERTIFIED FINNCIAL PLANNER® in the United States to Certified Financial Planner Board of standards Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Third-quarter earnings season will test whether corporate results can support the broader economy's strength. In the lat...
10/16/2026

Third-quarter earnings season will test whether corporate results can support the broader economy's strength. In the latest Weekly Headings, Raymond James Chief Investment Officer Larry Adam shares five key questions investors should watch earnings season.

raymondjames.com

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across ...
10/16/2026

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across income groups. In Weekly Economics, Raymond James Chief Economist Eugenio Alemán shares his perspective on the latest economic data.

raymondjames.com

Oct. 16 - Equity futures are pointing to a mixed start, with S&P 500 futures six points above fair value and the NASDAQ ...
10/16/2026

Oct. 16 - Equity futures are pointing to a mixed start, with S&P 500 futures six points above fair value and the NASDAQ 100 futures 119 points below fair value, as selling in the semiconductor space and AI trade has resumed.

Read in the Morning Brew.

amazonaws.com

Producer prices surge as inflation pressures broaden. Meanwhile, Fed Chair Warsh does not give any hint on October rate ...
10/16/2026

Producer prices surge as inflation pressures broaden. Meanwhile, Fed Chair Warsh does not give any hint on October rate decision, which markets interpret as support for a pause. CIO Larry Adam digs deeper in today's Up & Adam.

amazonaws.com

Oct. 15 - Equity futures point to a mostly lower opening this morning, with futures tied to the NASDAQ Composite indicat...
10/15/2026

Oct. 15 - Equity futures point to a mostly lower opening this morning, with futures tied to the NASDAQ Composite indicating particularly sharp losses as selling pressure across technology stocks continues following yesterday's retreat.

Read Morning Brew.

amazonaws.com

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with im...
10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

amazonaws.com

As inflation pressures broaden, markets are pricing in the possibility of a Fed rate hike this month. Plus, Social Secur...
10/15/2026

As inflation pressures broaden, markets are pricing in the possibility of a Fed rate hike this month. Plus, Social Security reveals its new cost of living increase. CIO Larry Adam digs deeper in today's Up & Adam.

amazonaws.com

Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors m...
10/14/2026

Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors may benefit from focusing on what today's yields can provide: meaningful income and predictable cash flow aligned with long-term financial goals.

raymondjames.com

Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banki...
10/14/2026

Oct. 14 - Equity futures point to another mixed opening as investors assess another round of earnings reports from banking names and weigh geopolitical developments ahead of key inflation data.

Read the Morning Brew.

amazonaws.com

Oct. 13 - Equity futures point to a slightly lower opening, as investors assess the rise in Treasury yields and pressure...
10/13/2026

Oct. 13 - Equity futures point to a slightly lower opening, as investors assess the rise in Treasury yields and pressure on semiconductor stocks. European markets are mostly higher, supported by lower oil prices and bond yields.

Read the Morning Brew.

amazonaws.com

Address

2101 Sawgrass Village Drive
Ponte Vedra Beach, FL
32082

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19046861308

Website

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