Dakota Jacobsen
Financial Advisor
NMLS #2738452
3 Better World Cir
Temecula CA 92590
(951) 308.6406
(951) 308.6406
Learn more about an advisor's background on
Profile
Dakota joined the Temecula Group in 2022 with the goal of providing personalized investment guidance and financial planning.
He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standard, Inc.
About Me
Dakota's background as a Client Associate allows him to simplify financial decisions and deliver a streamlined, comprehensive approach to managing finances. He focuses on retirement planning, cash management, wealth preservation, and tailored client servicing.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Richard Mitchell
Wealth Management Lending Officer
NMLS #680263
Bank of America, N.A.
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Dakota Jacobsen is registered to do business in AL, AZ, CA, CO, FL, GA, HI, ID, IL, MA, MT, NC, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.