Jacob Impellicceiri
- Role
- Financial Advisor at Strategize Wealth Management Group, Inc
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jacob Impellicceiri
I help high-performing individuals that are in time-intensive professions and are making…
Experience
Financial Advisor
Strategize Wealth Management Group, Inc
May 2017 — Present
Strategize Wealth Management Group is a comprehensive financial services firm committed to enhancing your long-term financial success through tax-smart financial planning. We customize programs designed to grow, protect, and conserve your wealth. Our unparalleled level of personalized services and wealth management expertise provides a roadmap for your financial security. Working with us, you gain the peace of mind that comes from knowing that you can deliver on the promises that you make to those around you. Strategize Wealth Management Group emphasizes the development of personalized financial goals, which serve as the foundation for a strong financial plan. A thorough financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A financial plan must reflect its owner’s personal or business situation, and highlight the best fit financial solutions. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable that everything is moving forward according to plan. If you ever have questions about your plan or about specific financial products, contact j••••••@strategizewmg.net discuss your needs and address any questions. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit for more information.
Education
American Jewish University
Jewish/Judaic Studies
Indiana University Bloomington
Bachelor of Science - BS, International Business and Management
Skills
- Public Speaking
- Access
- Social Networking
- Microsoft Excel
- Customer Service
- Critical Thinking
- Team Management
- Cultural Awareness
- International Business
- Leadership
- Time Management
- Microsoft Office
- Microsoft Word
- Social Media
- Teamwork
- Research
- Hebrew
- Management
- Non-Profit Administration
- Supply Chain Management
- Event Planning
- Program Development
- Project Management
- Operations Management
- Powerpoint
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