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Rob Jacobs, Ph.D., CRPS™, CPFA

White Pine Financial

Rob Jacobs grew up with a love for all things math and science—often eating dinner while solving algebra problems with his dad. He put that to work designing rockets and satellites as he studied engineering at Utah State University. While completing his Ph.D. at Stanford University, he built software to analyze the aerodynamics of military aircraft.

After working for a software development firm for several years, Rob co-founded his own company developing business software for numerous Fortune 50 and smaller companies. Rob founded his first investment advisory firm in 2008 and subsequently founded White Pine Financial, which is named after one of his favorite lakes in Logan Canyon (ask him about it sometime). He specializes in helping individuals and families create and implement strategies to meet their financial goals and save taxes. For business owners, he is an expert in 401(k) and Cash Balance plans. Rob holds Chartered Retirement Plans Specialist (CRPS) and Certified Plan Fiduciary Advisor (CPFA) designations.

Rob loves spending time with his beautiful wife, amazing kids (yes – there are nine), perfect grandkids (2 and counting), and entertaining dogs (yep – 3 of them). Life is good.

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Rob Jacobs, Ph.D., CRPS™, CPFA

White Pine Financial

https://www.whitepinefinancial.com

robert@whitepinefinancial.com

(801) 243-5192

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

The information provided is intended for general informational and educational purposes only. It is not intended to be and should not be construed as financial, investment, tax, legal, or other professional advice. The contents do not constitute an offer to sell or a solicitation of an offer to buy any securities.

White Pine Financial is not providing personalized financial advice through this content. The information presented is based on sources we believe to be reliable; however, we do not guarantee its accuracy or completeness. All information expressed herein is subject to change without notice and should be independently verified for timeliness, accuracy, and suitability.

Investment involves risks, including the potential loss of principal. Before making any investment, a thorough analysis and consideration of your specific financial situation, objectives, and risk tolerance are recommended. Please consult with qualified financial, legal, and tax professionals regarding your individual circumstances before making any decisions.

Past performance is not indicative of future results. No current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly will be beneficial, profitable, or equal to corresponding indicated performance levels.

White Pine Financial is a registered investment advisor. For more information about our advisory services, please contact us at team@whitepinefinancial.com.