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Specialties: Financial Planning

Eric Jacoby
Certified Financial Planner - The Jacoby Agency Insurance Services Inc

Specializes in working on a collaborative basis with high net worth clients and their advisors in the areas of tax,retirement,and risk management planning.

(310)842-8888
(310)842-8878 Fax

3645 S Bentley Ave
West Los Angeles, CA 90034-6901 - MAP

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Profession	Insurance

Specialty	Financial Planning

Group	BH3 [EC]

Business Name	The Jacoby Agency Insurance Services Inc

Title	Certified Financial Planner

Address	3645 S Bentley Ave West Los Angeles, CA 90034-6901

Work Phone	(310)842-8888

Fax	(310)842-8878

Web Site	www.ericjacoby.com


Member 1-Sheet	Click to view
Member Since	1/2006

Independent insurance broker specializing in life,disability,and long term care insurances. Registered Investment Advisor and Life Settlement services through NFP Securities.

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Member 1-Sheet	Click to view


Social Clubs	MountainGate Country Club


Charities	Guidance Family Community Center


Graduate Degrees	Obtained CFP in 1998 from the College for Financial Planning


College Degrees	Attended San Diege State University 1978-1981.


Speaking/Teaching Experience	Provide CE to accounting,legal,& insurance professionals on LTC.


Organizations	International Forum


License Number	0727539 / 0B33225

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