Sheila Jacobs is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Advisor in Philanthropy® with over 25 years of experience in wealth management.
In addition to her work in Wealth Management, Sheila is a passionate about the importance of financial education.
Sheila's career has earned her recognition in the financial industry, as well as in the media. She has been featured as a financial expert on major media outlets such as ABC, CBS, NBC, and Essence Magazine. Additionally, Sheila was named one of Investment News Women to Watch (2017), an award that celebrates female leaders in the financial industry.
Beyond her professional experience, Sheila is committed to making a positive impact on her community. She serves on the board of UrbanPromise International, a non-profit organization that empowers underserved youth in the United States and around the world.
Sheila has spoken for numerous organizations including AXA, Seton Hall Law, Rutgers University, Head Start, Girl Scouts, Jack & Jill NABA, the UNCF Student Leadership conference among others.
Meet the Author
Committed to bridging the gap in financial knowledge in underserved households.
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