Adam Jacobs - Financial Advisor

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’s Labor Day is on September 7th. Beginning some time in the 19th century, Labor Day is a federal holiday held ...
09/07/2026

This year’s Labor Day is on September 7th. Beginning some time in the 19th century, Labor Day is a federal holiday held each year on the first Monday of September. It was made to honor the American labor movement and the contributions of labor unions and workers to the development of the United
States. Celebrate the achievements of workers all over the United States with us today!

Back to school season is here! Whether you are sending your kids out for another year of education or heading back to hi...
09/01/2026

Back to school season is here! Whether you are sending your kids out for another year of education or heading back to higher education yourself, we know that school means spending (textbooks, anyone?).

You don’t have to balance your books all by yourself, though. If you’re worried about making ends meet and accounting for school expenses at the same time, let’s talk! I would love to help you or your kids learn while helping to ensure that the money matters are squared away so you can focus.

One of the most difficult conclusions that we come to in our lives is that we won’t be around forever. It’s important to...
08/28/2026

One of the most difficult conclusions that we come to in our lives is that we won’t be around forever. It’s important to face nonetheless; our loved ones will have to acknowledge that one day we will be gone.

That’s why creating an estate plan is an essential part of building a financial plan with the distant future in mind. It can create uncomfortable conversations, yes, but the final product is of great benefit to your entire family, as it is reassurance that your wishes will be executed just how you want them to be.

Need advice on how to approach planning your estate? Don’t worry – we can help you prepare for the necessary, if uncomfortable, conversations with your family that will ultimately pay dividends in the future.

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Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

August 26th is Women’s Equality Day in the United States. This holiday is celebrated in recognition of the 1920 adoption...
08/26/2026

August 26th is Women’s Equality Day in the United States. This holiday is celebrated in recognition of the 1920 adoption of the Nineteenth Amendment to the United States Constitution, which prohibited states and the federal government from denying the right to vote to any citizen on the basis of s*x. Celebrate this landmark holiday with us today!

August 21st is Senior Citizen’s Day! Take this day to pay respects to your elders and make sure that the elderly people ...
08/21/2026

August 21st is Senior Citizen’s Day! Take this day to pay respects to your elders and make sure that the elderly people in your life know you appreciate them. Join us in celebrating this holiday!

We won’t lie to you – living is expensive, and it only gets more costly over time. You might be feeling the squeeze righ...
08/18/2026

We won’t lie to you – living is expensive, and it only gets more costly over time. You might be feeling the squeeze right now as global events continue to put a strain on the global economy, but it’s no cause to give up. If you’re worried about making your finances work as economic pressure mounts, please reach out to me. I would love to be able to collaborate with you on a financial plan that accounts for the fact that living costs are pricier than ever.

Now that we’re facing the end of summer, it’s time to return to reality. Whether that means returning to the office from...
08/14/2026

Now that we’re facing the end of summer, it’s time to return to reality. Whether that means returning to the office from vacation or getting your kids ready for school again, there’s a boatload of responsibilities to take care of as the season begins to change day by day.

That also means hidden costs – back to school shopping being the biggest culprit this time of year. Need help adjusting your budget to account for these extra expenses? Don’t hesitate to reach out to me to get started on a financial plan made to accommodate your lifestyle and goals.

As we reflect on the second quarter of 2026, Steven Vacinek, CIMA®, Director of Investments, shares perspective on the m...
07/17/2026

As we reflect on the second quarter of 2026, Steven Vacinek, CIMA®, Director of Investments, shares perspective on the markets and economy.

At North Star, we believe that staying informed is key to navigating any market environment.

Watch the full update here:



Required Disclosures: Steven Vacinek is a registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

As we reflect on the first quarter of 2026, Steven Vacinek, CIMA®, Director of Investments, shares perspective on the ma...
04/21/2026

As we reflect on the first quarter of 2026, Steven Vacinek, CIMA®, Director of Investments, shares perspective on the markets and economy.

At North Star, we believe that staying informed is key to navigating any market environment.

Watch the full update here:



Required Disclosures: Steven Vacinek is a registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Join North Star Resource Group on Tuesday, March 3rd, 2026, from 1:00 PM to 1:45 PM CST for a no-cost webinar on navigat...
03/02/2026

Join North Star Resource Group on Tuesday, March 3rd, 2026, from 1:00 PM to 1:45 PM CST for a no-cost webinar on navigating market volatility in retirement!

With retirement on the horizon, market ups and downs can be harder to ignore.

This session is designed to help you understand how economic and market changes affect your retirement portfolio—and how to respond confidently, rather than react with anxiety.

Don’t wait — use the link below to register today! You won’t want to miss this no-cost, no-obligation webinar!

https://us06web.zoom.us/webinar/register/WN_8xY_1DL8TS-2QkNv6kN0rg

Address

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

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