Philip L. Jacobson

Philip L. Jacobson


A co-founder of Synergy Financial Partners, LLC, Phil Jacobson works with individuals and businesses to assist them with all facets of financial planning. As a fiduciary for his clients, he specializes in holistic financial planning, personalized investment strategies, as well as retirement analysis, design, and implementation. Phil has deep expertise in retirement planning for individuals, especially those in the Colorado Public Employees’ Retirement Association (PERA).

Phil is a CERTIFIED FINANCIAL PLANNER™ (CFP®), accredited by the CFP Board of Standards Inc. and is a Chartered Financial Consultant® (ChFC®), as designated by The American College. He is a securities Registered Principal at LPL and is an active member of the Financial Planning Association (FPA). After working at Morgan Stanley, and spending time as a Financial Planner at New England Financial, and Strategic Financial Partners, Phil launched his own firm in 2007.

Phil graduated from The Daniels College of Business at the University of Denver where he received a Bachelor of Science in Business Administration, with an emphasis in Finance and Economics. Outside of work, Phil enjoys spending time with his wife and children, traveling, and running.