Jacob Loosle

Jacob Loosle, CFP®


Jacob Loosle is a CERTIFIED FINANCIAL PLANNER ™ and started working in the financial services industry at our Silicon Valley office. He is a graduate of the Jon M. Huntsman School of Business at Utah State University, where he received a Bachelor’s Degree in Accounting with a minor in Personal Financial Planning.

As a Wealth Manager, Jacob takes a holistic approach when assisting clients with managing their resources. This approach allows him to work with his clients to consider all the unique aspects of their financial lives to provide a plan that meets their goals. His past work experience has provided a variety of experience in working with people.

Jacob is a transplant to Silicon Valley, having grown up in Logan, Utah. Most of his free time is spent playing basketball, tennis, traveling and spending time with his wife and daughter. He also loves supporting his favorite sports team, the Golden State Warriors!