Experience and Education

Jakub focuses on the needs and objectives of clients by providing personalized wealth management solutions to help them achieve their goals.

Prior to joining Mariner, Jakub was a support advisor and paraplanner at Confluence Financial Planning, LLC. He was responsible for organizing data and constructing the framework of detailed financial plans for clients, then meeting with them and presenting recommendations to help them meet their goals. He began his career in wealth management and financial planning in 2017 at Merrill Lynch. Before that, he was a competitive tennis player and coach.

Jakub has a bachelor’s degree in international business from California State University, Fresno and an MBA in finance from Santa Clara University. When at CSU Fresno, he was a nationally ranked tennis player on the varsity tennis team.

Personal Interests

Away from the office, Jakub enjoys traveling and spending time with his wife and family. He is a tennis player, golf enthusiast and avid skier.