The Remote Financial Planner

David F. Jacoby, CFA, CPA, CFP®

Professional: I am a Chartered Financial Analyst (CFA) charterholder, Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I received an International MBA from the Darla Moore School of Business and BSBA with a focus in Accounting from Christopher Newport University.  I have served as a subject matter expert (SME) to develop test questions for the CFP® Board certification examination. Annually, I volunteer for the IRS Volunteer Income Tax Assistance (VITA) program where I help low-income families file their income tax returns.

Personal: I am an on-again, off-again expat that loves to travel. Previously, I’ve lived in Brazil and Chile but currently I’m calling Barcelona, Spain my home.  My travels have changed my outlook on life and impacted the way I want to live and work. I started my own business so that I could work remotely and have more control over my life.  Now, I spend every day helping people realize their financial goals, so they can live the life they want to live too.

Certifications & Affiliations

Chartered Financial Analyst (CFA) 1
Certified Public Accountant (CPA) 2
Certified Financial Planner (CFP®) 3
National Association of Personal Financial Planners (NAPFA) 4
Financial Planning Association 5
XY Planning Network 6

 

David Jacoby belongs to the CFA Institute, and is a holder of the Chartered Financial Analyst (CFA) designation. A global membership organization, the CFA Institute leads the investment industry in setting the highest standards of ethics and professional excellence and by vigorously advocating for fair and transparent capital markets.

First awarded in 1963, the CFA charter has become known as a designation of professional excellence around the world. Employers and investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.

 

David is a member of the American Institute of CPAs. The AICPA is the world’s largest member association representing the accounting profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. The AICPA sets ethical standards for the profession and develops and grades the Uniform CPA Examination.

David Jacoby has been certified by the Certified Financial Planner Board of Standards, Inc. (CFP Board), to advise on U.S.-related financial planning matters. The CFP Board is a nonprofit certification and standards-setting organization whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Being certified by the CFP Board requires mastering nearly 100 integrated financial planning topics, passing the CFP® Certification Exam (average preparation time 1,000 hours), and a minimum of 3 years of related work experience.

David Jacoby is a member of the National Association of Personal Financial Advisors (NAPFA), which provides consumers with access to truly comprehensive, strictly fee-only financial advisors. NAPFA outlines the highest membership standards possible for professional competency, comprehensive financial planning, and fee-only compensation so consumers can achieve their financial dreams.

David Jacoby is a member of the Financial Planning Association (FPA), a global membership organization for the financial planning community. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. The FPA believes that everyone needs professional, objective advice to make smart financial decisions.

FPA members demonstrate a commitment to the highest standards of professional competence, ethical conduct, and clear, complete disclosure for financial planning professionals. Members cultivate the body of knowledge necessary for financial planning, as well as share best practices and encourage professional development.

David Jacoby is a member of the XY Planning Network (XYPN), the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. XYPN’s mission is to connect consumers with best-in-class financial advisors.

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