ABOUT THE CFO
Jacob Mazone’s investment philosophy is moderately conservative with regards to risk taking, and intermediate to long term with regards to timeline. Consistently placing client interests above his own through a fee based asset management approach, and holding high standards for business ethics set him apart from other professionals in the industry.
An investment area that Jacob Mazone continues to focus on, despite the US economy’s condition, is conservative fixed income and stock market alternatives like Real Estate Trusts and MLPs.
Licenses: General Securities Series 7; Managed Futures Series 31; Investment Advisor/Uniform Combined State Law Series 66.
Education: B.S. Finance (UNLV) & M.B.A. (CSUSB)
Estate Planning Consultant (The American College)