Lew Jacobson has been helping meet the wealth management needs of individual investors and business owners since 1971. In addition to working as a Financial Advisor, he has served as a branch manager and regional manager. Currently, Lew focuses on all aspects of pre-retirement and retirement planning. He helps clients choose and maintain employer-sponsored plans, including 401(k), 403(b) and defined benefit plans; individual retirement plans, such as traditional and Roth IRAs; and small-business retirement plans, including SEP IRAs, SIMPLE IRAs and “owner-only” 401(k) plans. He also works with his clients’ attorneys, tax advisors and other professionals in developing charitable remainder trusts, irrevocable life insurance trusts and other estate planning tools and techniques.
Lew, who served as First Lieutenant in the U.S. Army, is a graduate of the University of Miami and holds all relevant securities and insurance licenses.
Lew is active in a variety of community activities, including the Blood Donor Program of the American Red Cross. He and his wife, Patricia, have two grown daughters, Erika and Taylor. Patricia serves as director of the Beverly Hills-area Meals on Wheels program.