advicer.bio/jacobgardner

Jacob Gardner

Co-Founder & Lead Financial Planner at Defining Wealth

Listed in People

Estate Planning, Tax Planning, Outsourced Estate Document Preparation

Client Meeting Support, Client Data Gathering, AI Assistants/Agents +2 more

Schedule Apps

Financial Planning

Compliance, Communications Archiving/Monitoring

+5 more

Client Texting

Custodial Platform

Tax Planning

Financial Planning, Tax Planning, Client Meeting Support

Custodial Platform, TAMP