Picture of Robert Jacobs

    Robert Jacobs, III

    About Robert

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

    Robert was born and raised in the San Francisco Bay Area. He holds two Bachelor degrees from the University of Phoenix and has 19 years of experience providing excellent service to individuals as well as businesses. He has owned and operated 4 businesses including an artist management company in 5 countries, a green organization and a successful consulting firm. He has always had passion and drive for helping people in different areas including business growth.

    His mission is to be known as a trusted and reliable financial resource in his community, assisting families with their finances and small businesses with protection for their down side to allowing their upside to grow. By utilizing the trusted and proven MassMutual team that he belongs to, as well as a personal network of professionals, he offers a unique approach to optimize and maximize the financial picture of all his clients.

    Robert is a proud father to a wonderful little girl. He is dedicated to teaching her to follow her heart and create a life of her dreams. He is also spiritual, enjoys the holistic side of life and the healing arts. Some of his hobbies includes mountain biking, hiking and exploring the great outdoors.

    Area(s) of Focus

    • Insurance Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Arizona, California

    Robert Jacobs III , Walnut Creek, CA, CA Insurance Lic.# 0I42151

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