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Jacob Tally

@jtally

Financial Planner serving HDR employees | Fee-Only | Fiduciary | ESOP + 401(k) + BEST Plan Distribution Strategies

Profile links

LinkedIn ↗ gh GitHub ↗

Experience

  • Financial Advisor

    Prospero Wealth • Current • Mar 2025 - Present

    • Providing wealth management and financial planning services to tech & start-up leaders

  • Financial Planner

    Prospero Wealth • Current • Mar 2025 - Present

    • Providing wealth management and financial planning services to tech & start-up leaders

  • Additional experience 1
  • Additional experience 2

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