Rich Jacobson Financial Advisor

Kaufman Hall is a reputable management consulting firm that has served over 3,000 healthcare organizations for four decades, offering expertise in areas such as strategy and business transformation, financial planning, and operations improvement. The firm specializes in helping clients navigate uncertainty and capitalize on opportunities in the healthcare landscape through innovative solutions and advisory services. As a trusted partner, Kaufman Hall focuses on strategic initiatives, mergers and acquisitions, and data analytics, empowering organizations to enhance their operational and financial performance. The company remains committed to addressing the evolving challenges and trends in healthcare, ensuring their clients thrive in a competitive environment. Generated from the website

Cornejo Marta Financial & Insurance Services is a reputable firm based in Napa, CA, specializing in providing a range of financial and insurance services to individuals and businesses. With a focus on personalized solutions and expert guidance, the company strives to help clients navigate the complexities of financial planning and risk management with confidence and peace of mind. Generated from their business information

Our advisors serve California clients in Napa, Sonoma, San Jose, Campbell, Cupertino, Los Gatos, Sarasota, San Juan Capistrano, Yountville and surrounding areas. Our team specializes in providing our clients with highly personalized, comprehensive, full-service financial planning, divorce planning, sale of small businesses, portfolio management and estate planning.