Jacob Lynch

Wealth Strategist

Meet Jacob Lynch

Jacob has always had a passion for helping others. This is what led him to a career in financial services, where he can see the impact of helping clients pursue their dreams and goals. In his role as a Wealth Strategist, he provides support to clients. Jacob is a graduate of the California State University San Marcos with a Bachelor’s in Business Administration. In his spare time he enjoys watching sports, playing golf, and going to the beach. Jacob lives in San Marcos with his wife Miranda and their daughter Gwyneth.

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