Financial Advisor in San Diego, California
Personal Bio
Capital Markets Expert | Providing Financial Strategies, Building Net Worth and Managing Risk
I help individuals and institutions create solutions for wealth management including; portfolio management, tax planning, liquidity events, estate planning and retirement. My background in financial modeling, equity capital markets and risk management offers a unique perspective for professionals seeking professional advice. Please contact me at (858) 461-3342. If we’re not a fit, I’ll be happy to help you connect elsewhere.
Firm Name
Presidio Capital Management
Firm Bio
Independent RIA in Southern California, focused on Providing Financial Strategies, Building Net Worth and Managing Risk
Advisor Type
RIA - Luke Jacobson
Firm License #
304501
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
4501885
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Disclaimer
N/A
