About Us

Sheila Jacobs is a highly respected CERTIFIED FINANCIAL PLANNER™ professional and Chartered Advisor in Philanthropy® with over 25 years of experience in wealth management. Her expertise in financial planning, investment management, and philanthropy has helped many people achieve their financial goals.

In addition to her work in Wealth Management, Sheila is a passionate educator who believes in the importance of financial education. Through her work in Wealth Management and the Life & Money course, Sheila has provided clients and participants with the tools and knowledge they need to make informed financial decisions.

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, an award that celebrates female leaders in the financial industry.

Beyond her professional accomplishments, 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 is also a highly sought-after speaker and has spoken at numerous organizations including Seton Hall Law, Rutgers University, Head Start, Girl Scouts, Jack & Jill and NABA, among others. Her dedication to financial education and philanthropy has made her a respected leader and a valued member of her community.


Meet the Author

Committed to bridging the gap in financial knowledge in underserved households.