Welcome!

Imagine a life where you

  • Have clarity on where you want to go.
  • Understand the impact of the decisions you make.
  • Feel organized and in control.
  • Avoid major financial mistakes.
  • See your dreams become reality.
  • Strengthen your ties to family & community.
  • Know that your best interests are being safeguarded

My name is David Jacobs and helping my clients achieve their most rewarding lives is my passion. As a fee-only financial planner and fiduciary, I deliver concierge-level service with deeper, more thorough expertise focused on your specific needs, helping you navigate the major transitions and challenges you face.

Call me today at 808-728-4396 (or toll free at 888-554-8411) to discuss your unique situation.


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555 Paakiki Pl., Kailua, HI 96734 Ph: (808)728-4396   Toll Free: (888)554-8411   Email: