Danna Jacobs
Co-Founder of Legacy Care Wealth - Certified Financial Planning for Young Professionals
- Role
- Founding Partner at Legacy Care Wealth
- Location
- Hoboken, NJ, US
- LinkedIn followers
- 500 followers
Experience
Founding Partner
Mar 2013 — Present · Jersey City, NJ, US
At Legacy Care Wealth, we create comprehensive financial plans that fully capture your current and future wealth picture. We employ comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with life goals. We take pride in striving to understand and communicate a comprehensive view of family wealth and business success.
Education
Vassar College
Bachelors, Economics and Italian
2003 — 2007
Vassar College Class of 2007
Bachelor of Arts, Economics and Italian
2003 — 2007
NYU Stern School of Business
MBA, Business Management/Entrepreneurship
2010 — 2013
New York University � Leonard N. Stern School of Business Class of 2013
Masters, Business Administration
2011 — 2013
Skills
- Capital Markets
- Series 7
- Finance
- Negotiation
- Data Entry
- Investment Management
- Asset Allocation
- Teamwork
- Mutual Funds
- Microsoft Office
- Outlook
- Project Management
- Strategic Planning
- Business Analysis
- Trading
- Time Management
- Retail
- Proficient in Microsoft Excel, Microsoft Powerpoint, Microsoft Access
- Investments
- Alternative Investments
- Financial Analysis
- Wealth Management
- Microsoft Word
- Equities
- Microsoft Excel
- Powerpoint
- Proficient in Italian
- Research
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