Philip L. Jacobson


Phil graduated from the University of Denver with degrees in both finance and economics. After graduation, he began his career in financial planning as an associate with New England Financial in Denver. In 2007, he co-founded Synergy Financial Partners, an independent financial planning firm. Phil specializes in personalized investment and insurance analysis, design, and implementation for successful individuals and business owners, with a particular expertise in retirement planning for individuals in the Colorado Public Employees’ Retirement Association (PERA). Phil holds the CERTIFIED FINANCIAL PLANNER™ certification and is securities registered as a LPL Registered Principal. He is an active member of the Financial Planning Association (FPA).