financial advisor | protecting what you ve earned | tax efficient strategies | helping you leave a legacy@ Trinity Planning Associates
Dallas, Texas, United States
Beau Jacobson, CPA
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Texas Tech University - Rawls College of Business
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Tell me more about Beau Jacobson, CPA?
FlashIntel GPTBeau Jacobson is a Financial Advisor with 11.1 years of experience. Based in the United States, Beau possesses a wide range of skills including leadership, Microsoft Office, accounting, auditing, financial analysis, and more. With a background in financial reporting and auditing, Beau brings a unique perspective to clients' financial security needs. Beau has worked at Northwestern Mutual, Lincoln Property Company, and EY, gaining valuable experience in various industries such as financial services, real estate, and insurance.
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About
As a Financial Advisor, I come alongside individuals, their families, and businesses to identify their financial security needs and help them make their goals and objectives a reality.
Work Experience
financial advisor | protecting what you ve earned | tax efficient strategies | helping you leave a legacy
Partner | Wealth Management Advisor
Beau Jacobson, CPA's Professional Milestones
- Senior Project Accountant (2019-09-01~2021-04-01): Streamlined financial reporting processes, improving accuracy, and efficiency in project accounting.
- Assurance Services (2016-07-01~2019-09-01): Developed and implemented comprehensive quality assurance systems to maintain accuracy and efficiency in insurance claims.
Education
Accounting
2015-2016Skill
Leadership
Microsoft Office
Microsoft Excel
Accounting
Auditing
Financial Analysis
Powerpoint
Singing
Music
Financial Reporting
Certification
Colleagues
Other Named Beau Jacobson, CPA
Frequently asked questions
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Beau Jacobson, CPA works for Trinity Planning Associates
Beau Jacobson, CPA's role in Trinity Planning Associates is financial advisor | protecting what you ve earned | tax efficient strategies | helping you leave a legacy
Beau Jacobson, CPA's colleagues are Charles B. Prothro
Beau Jacobson, CPA's latest job experience is financial advisor | protecting what you ve earned | tax efficient strategies | helping you leave a legacy at Trinity Planning Associates
Beau Jacobson, CPA's latest education in Texas Tech University - Rawls College of Business
