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Laura Jacobs, CFP®

Waddell & Reed

1999 S Bascom Ave
Suite 400
Campbell, CA 95008-2219
Phone: (408) 963-2858
Fax: (408) 558-9410

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.