portrait of Keanan Jacobson

About Keanan

Empowering our clients to reach their financial goals is my passion. Our focus is to help people become confident in the financial decisions they make. We do that by creating personalized financial strategies to meet their unique financial goals and prioritizing those goals, and we partner with our clients throughout their lifetimes to help them stay on track.

We focus our practice in three primary areas:
1) People who are striving to retire early and looking for tax-sensitive solutions
2) Retirees who want to continue to build and pass on their wealth
3) Women in transition seeking a financial coach to help navigate...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Sustainable investing
  • LGBTQ+ Finances
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Western Washington UniversityBachelor of Arts

Team Members

  • Heidi Hargarten
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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