Roland Jacobson
Financial Planning Consultant and Product Specialist
Roland has been in the financial industry for more than 35 years. As a Certified Financial Planning professional, Roland helps our clients prepare for the future by developing personal wealth management plans for the future. Roland has extensive mutual fund screening experience and is responsible for mutual fund modeling, asset allocation and security selection. Prior to joining Cox Capital Management in 2007, he spent 16 years at Fidelity Investments advising non-profit organizations in endowment, non-endowment and life income gift portfolios. Roland's other previous employers include Interactive Data/Chase Econometrics and Quotron Systems.