San Diego, California, United States
Hello all! My name is Jacob Shuman, and I'm currently a 4th year student at San Diego State University. I chose the Financial Services major and career path for a few reasons and one of them being my devotion to helping people in my community and as I embark on the journey to obtain a CFP license after college. On campus, I am involved with the Financial Planning Association where I engage in career professions that have real world experience and we discuss about the industry and how aspiring individuals need to be determined for this career. Apart from school and extracurricular activities, you can find me at the beach or on the green. My own passion involve myself to think outside the box, to adapt, and to be a competitor at heart. I give a huge appreciation for the values that both these hobbies have brought into my life through my own personal development for both. Please feel free to reach out to me to connect through this platform with similar interests with career and passions.
- Manage Admin Paperwork with tennis rentals and POS system - Facilitate the property with hourly walk arounds to ensure the Country Club is secure - Help Members with inquiries about the Club
After the Internship with Goldbook Financial, I continued the journey into the industry with a professional goal of building my practice! This position will focus on my craft with acquiring clients, designing personal financial plans, facilitating client relations, and having a meaningful impact in clients' goals.
An Introduction to the financial industry with eye-opening experiences of building a book of practice, facilitating client relationships, formulating financial plans for each client, monitoring portfolio growth with tailored wealth management planning, and providing protection planning with insurance and estate planning.
- Assisted members with Golf Clubs and Inquiries about the club - Managed the Range and Cart barn with facilities management
- Operated Wake-surf /Wake-board boat - Cleaned and maintained the boats in the yard - Taught Kids to adults to shred on the water