As a CERTIFIED FINANCIAL PLANNER™ professional, Brian's practice takes a personalized approach as he educates clients to understand and implement investment strategies that are consistent with their life goals. Brian has been named a 2012 "Rising Star"* by Raymond James in appreciation of his exceptional success in the growth of his practice and in meeting the investment needs of his valued clients.  Brian has a conservative approach with an emphasis on tax and risk reduction through municipal and other fixed income bonds. Brian's practice is advisory-based and includes specific portfolios that emphasize low volatility, preservation of principle with growth potential.

Brian graduated with a B.S. in Business Management from Sonoma State University and holds the designation of CFP®, Series 7 and 66 securities licenses, as well as life, health and variable annuity licenses. He has previously worked as a Financial Advisor for Wachovia Securities, Atlas Securities, and MetLife Financial Services.

In addition to his well established financial practice, Brian is a member of the Petaluma Rotary Club, active in the Petaluma Chamber of Commerce, Petaluma Educational Foundation, Boys and Girls Club, and Native Sons of the Golden West. He and his wife Stephanie, who is an RN at Petaluma Valley Hospital, enjoy life with their three young boys living in a historic Petaluma home that has been in the family for four generations. 

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

Noah is a CERTIFIED FINANCIAL PLANNER™ and third generation Financial Services Professional, Noah believes first and foremost in managing risk in the pursuit of superior returns over time, a strategy which is consistent with the core investment principles utilized  by Raymond James for over 40 years.

Noah is skilled at asking the right questions to help clients articulate their unique financial aspirations and has become an expert in developing 401(k) and retirement plan strategies for Physicians.

Noah strives to provide world class customer service and communicate complex financial concepts using language everyone can understand. 

Noah serves as a Board Member of the Petaluma Sunrise Rotary Club and a Mentor in www.MentorMePetaluma.org. Noah also participates in community projects including Rebuilding Together Petaluma.  Noah is currently the head coach of his son's Little League Baseball team

Noah enjoys being an active member of the Petaluma community along with his wife (Tara) and two kids.  Noah's wife works in the Kinesiology Department at SRJC- Petaluma Campus.  Noah holds the designation of CFP®, series 7 and 66 securities licenses, as well as CA life, health, long term care and variable annuity licenses, he graduated from Northern Arizona University with a Bachelor of Science in Management.  Noah is registered in the following states: CA, OR, CO, IN, & VA

Janet is the backbone that keeps our practice going.  When you are contacting our firm you will be greeted by Janet. She has been with the firm here in Petaluma for over 14 years and is responsible for the day to day business operations as well as client services and support. From your first meeting with Jacobson and Breen Wealth Strategies, Janet is involved to ensure that your experience is held to the highest standard of service.  She is in charge of appointment scheduling, account opening and transfers, record keeping, and our event planning.

 Janet enjoys spending time with her husband Todd and young son Joshua. Janet is also very involved with her local church activities.

Moe Jacobson, a branch manager and financial advisor at the Petaluma office has been named to the 2012 Executive Council of Raymond James in recognition of outstanding client service and exemplary professional growth. Executive Council* honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.

Moe holds Series 7, 8, 63 and 65 securities licenses, as well as life, health and variable annuity licenses. Moe also is an active arbitrator within his industry, serving on FINRA arbitrations.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.