Jacob Molina, CFP® CPA

FINANCIAL PLANNER

Everyone's working towards some financial goal. For you it might be retirement, or the point where full-time work becomes optional. It might be annual family vacations, or getting the kids through college. Whatever you're building towards, your money is one of the biggest tools at your disposal.

We start by getting a clear picture of what matters most to you. Then we build a plan, and every financial decision is tailored around those goals, so your money supports the life you have now and the one you're working towards.

Your taxes, your investments, and your financial plan are all intertwined. As a CPA who specializes in individual taxation, I build tax efficiency into every recommendation, so more of what you earn stays working toward your goals. We work through every decision from every angle so there are no surprises.

My philosophy is to automate the savings for your goals so the right things happen without you having to think about them. We make saving the default instead of spending, which lets you live your life without second-guessing every money decision, because the most important ones are already taken care of.

I hold a Master's in Taxation & Data Analytics from the W.P. Carey School of Business at Arizona State University. I'm a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER®.