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 Divor
ce 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]
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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.
