Jacob Akerman is a Financial Representative with Planning Alliance as well as the President of Akerman Financial, Inc, a member firm of the Planning Alliance network. He focuses his practice on identifying and addressing the financial security needs of healthcare professionals. He offers a unique, client-driven approach that combines intellectual capital, healthcare industry experience, and a commitment to consultative, personalized service.
Jacob joined the firm in 2019 and founded Akerman Financial, Inc. In 2005. Prior to joining Planning Alliance and starting Akerman Financial, Inc., Jacob worked with InsMed Insurance Agency, Inc., Autumn Asset Advisors, and Omni Managed Health, Inc.
Jacob received his Bachelor of Science in Psychology from Brooklyn College in 2007. There, he was Vice President of the Law Club and a member of Alpha Omega.
Jacob resides in Cedarhurst, NY with his wife Shana and their four children, Alexander, Penina, Sarah and Ariella.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. AKERMAN FINANCIAL INC is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 0L96555.