Building FINANCIAL STABILITY
in Volatile Markets
with ROBERT JACOBS
Robert Jacobs
Robert Jacobs is a seasoned financial advisor and founder of White Pine Financial, with a rich background in engineering and investment management. Holding a Ph.D. in Mechanical Engineering from Stanford University, Robert began his career designing rockets and satellites before co-founding a software consulting firm that served Fortune 500 companies. In 2008, he transitioned to financial advising, founding his first RIA firm and later White Pine Financial, named after his favorite lake in Logan Canyon. With expertise in 401(k) and Cash Balance plans, as well as strategies to meet financial goals and reduce taxes, Robert is dedicated to helping individuals, families, and businesses achieve financial stability. Outside of work, he enjoys life with his wife, nine children, two grandchildren, and three dogs.
In this episode of Bold & Brash, host Peter Anthony Wynn interviews Robert Jacobs, founder of White Pine Financial, to uncover practical strategies for building wealth and achieving long-term stability. From aerospace engineering to financial advising, Robert shares his journey and provides actionable insights on simplifying financial planning, creating tailored investment strategies, and navigating volatile markets with confidence.