Ben Jacobs, MS, CFP®, EA

Partner & CFO at Elwood & Goetz Wealth Advisory Group
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Contact Information
us****@****om
(386) 825-5501
Location
GE
Skills

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Bio

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Credentials

  • Accredited Investment Fiduciary
    Fi360, a Broadridge company
    May, 2019
    - Nov, 2024
  • Enrolled Agent
    Internal Revenue Service
    May, 2018
    - Nov, 2024
  • CFP®
    CFP Board
    Apr, 2017
    - Nov, 2024

Experience

  • Elwood & Goetz Wealth Advisory Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner & CFO
      • Nov 2014 - Present

  • The University of Georgia
    • Higher Education
    • 700 & Above Employee
    • Parttime Instructor
      • Jan 2020 - Present

  • Happy Tax
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Preparer
      • Jan 2019 - Apr 2019

  • Aspire Clinic
    • Financial Counselor
      • Jun 2015 - Jan 2016

  • UGA Institute of Higher Education
    • Athens, GA
    • Research Assistant
      • Feb 2014 - Aug 2015

  • Volunteer Income Tax Assistance Program
    • Georgia United Credit Union, Athens, GA
    • Tax Preparer and Quality Reviewer
      • Jan 2015 - Apr 2015

  • Aspire Clinic
    • Athens, GA
    • Intern
      • Jul 2014 - Dec 2014

  • Georgia Tech Research Institute
    • United States
    • Research Services
    • 700 & Above Employee
    • Research Affiliate
      • Jun 2012 - May 2013

      Conducted a research study developing scintillators, a new type of radiation detector, by comparing efficiency in single vs. nano-crystal scintillators. Project funded by the Dept. of Homeland Security. Conducted a research study developing scintillators, a new type of radiation detector, by comparing efficiency in single vs. nano-crystal scintillators. Project funded by the Dept. of Homeland Security.

Education

  • The University of Georgia
    Master’s Degree, Financial Planning
    2013 - 2016
  • The University of Georgia
    Bachelor’s Degree, Consumer Economics
    2013 - 2016
  • Kennesaw Mountain High School
    2009 - 2013

Community

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