Jacob is a valued member of the Private Wealth Solutions team at Greenberg & Rapp Financial Group, where he specializes in insurance-based planning strategies designed to help clients protect their families, preserve wealth, and prepare confidently for the future. As the second generation to join the firm founded by his father, Jacob brings a modern, analytical approach to personalized financial guidance.

He earned dual degrees in Accounting and Finance from the University of Miami before beginning his career at PwC in New York City in 2017. At PwC, he advised on mergers and acquisitions due diligence and transaction execution for billion-dollar deals across the financial services and pharmaceutical industries.

Since joining Greenberg & Rapp in 2024, Jacob has focused on developing customized insurance and protection strategies tailored to each client’s unique goals. He is passionate about helping individuals and families financially prepare for life’s biggest milestones and challenges while building a path toward long-term financial freedom. Jacob also works closely with clients navigating divorce, helping them make informed financial decisions during a difficult and emotional transition with clarity, stability, and confidence.

Outside of work, Jacob enjoys golfing, skiing, traveling, and spending time in South Florida. He resides in Hoboken, New Jersey.