Adam Jacobs - Financial Advisor

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Adam Jacobs - Financial Advisor Providing comprehensive financial guidance to individuals and families Cetera is under separate ownership from any other named entity.

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. CA Insurance License # 4178278 Office phone 619-350-8900

This year, October 12 is Indigenous Peoples Day in the United States. This federal holiday was first recognized in 1992 ...
10/12/2026

This year, October 12 is Indigenous Peoples Day in the United States. This federal holiday was first recognized in 1992 but was first formally recognized by the President in 2021. Join us as we honor the original inhabitants of the beautiful land of North America, whose culture and customs are still crucial in making up the nation as we know it today.

Each October, we take the time to celebrate National Women’s Small Business month! This is an opportunity to provide awa...
10/09/2026

Each October, we take the time to celebrate National Women’s Small Business month! This is an opportunity to provide awareness for business that are owned primarily by women so you can show some support for these amazing people within your local space. Use this month to learn more about your local small businesses and the community members who own them!

Did you know? October is National Disability Employment Awareness Month! This event began in 1945 as a weeklong national...
10/07/2026

Did you know? October is National Disability Employment Awareness Month! This event began in 1945 as a weeklong national observance of the contributions of people who live with disabilities in the workplace. Each year has a different theme, and 2026’s theme is “Celebrating Value and Talent” as we aim to recognize the skills and contributions that Americans with disabilities make to their communities and workplaces every day. If you live with a disability and are interested in insurance that could cover you in case you are rendered unable to work, please reach out to Jacobs Financial to get started.

The leaves are changing color and the temperatures are getting cooler. Fall is just around the corner, which means the e...
10/07/2026

The leaves are changing color and the temperatures are getting cooler. Fall is just around the corner, which means the end of the year is approaching quickly. Time for a financial check-in! Are you on track to meet your financial goals for this year? Ready to make a big purchase that you’ve been working yourself up to? Or simply want to know if you’re on track with your regular saving? Contact me to book an appointment to assess your progress for the year.

One of the biggest “life hacks” when it comes to your finances actually has nothing to do with making money or getting r...
09/29/2026

One of the biggest “life hacks” when it comes to your finances actually has nothing to do with making money or getting rich in the first place – it just requires a little bit of introspection.

Understanding your own values and what you want to achieve is the best way to make your path towards financial confidence as painless as possible. When you have a firm grasp on what you want your money to be able to do for yourself, the decisions become effortless.

Not sure if you have that level of conviction in your own goals and values yet? Don’t worry – we can help you get there. Reach out today and we can schedule a no-obligation meeting to establish your values and goals, and get you one step closer to financial confidence and independence.

An emergency fund is an essential part of any financial plan. Generally, you should have three to six months’ worth of e...
09/25/2026

An emergency fund is an essential part of any financial plan. Generally, you should have three to six months’ worth of essential living expenses in your emergency fund just in case anything happens to you, your loved ones, or even your property. Not being able to account for an urgent situation can turn your life and your wallet upside down for months, even years.

Want to avoid that sinking feeling of not being sure if you can afford to deal with that blinking light on your car’s dashboard? Let’s talk today. We can set up a no-obligation meeting today and go over the basics of what your emergency fund should look like.

There is currently a lot of tumult in the global economy – there’s simply no way around that big truth.Things might soun...
09/22/2026

There is currently a lot of tumult in the global economy – there’s simply no way around that big truth.

Things might sound doom and gloom in the news, and depending on what your portfolio looks like, nobody would hold it against you if you were uneasy
with the way things look. But it’s important to remember that periods of downturn are not the end of the world for your portfolio. If you have your eye on the big picture, you’ll realize that you can weather the storm and continue to move forward despite the way things may appear.

If you’re anxious about your investments and are on a short timeline to retirement, please don’t hesitate to reach out to me today. We can work together to find solutions that work for your portfolio and current goals.

09/19/2026

Words can’t express the joy for this next chapter for our firm. Welcome, Alivia.

The third quarter of the year is nearly over. Now seems like as good a time as any to check in on how your finances are ...
09/18/2026

The third quarter of the year is nearly over. Now seems like as good a time as any to check in on how your finances are doing with a financial advisor!

A financial professional can provide you with guidance that you may not be able to find anywhere else. The personal relationship between you and your advisor can create an environment where your specific needs and goals are
accounted for, helping you to potentially achieve financial confidence. You don’t have to do it alone – connect with a financial advisor today and take on your money goals as a team.

Inflation is a word that carries a lot of negative emotions with it, and not without reason. It’s an unavoidable but und...
09/15/2026

Inflation is a word that carries a lot of negative emotions with it, and not without reason. It’s an unavoidable but undeniably prickly challenge that directly affects our money and never seems to stop rising.

Because of this, it’s important to adjust your budget each year to account for these rising costs. You should be prioritizing things such as food, housing, healthcare, and any other essentials that you routinely spend money on.

Not sure where to start? Contact me to get started on making an in-depth budget that can cover all your bases.

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TEN GOVERNOR 5075 Shoreham Place Suite 260
San Diego, CA
92122

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+16199714191

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