Jacob Massanopoli

Financial Analyst, CFP®

Jacob Massanopoli is a financial analyst for Marotta Wealth Management. He is part of our tax specialty team and helps create our customized Roth conversion recommendations for Comprehensive clients.

He graduated from Virginia Tech and holds an Honors Scholar B.S. in Business with a concentration in Financial Planning. During his time at Virginia Tech, Jacob was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association (FPA). After graduating, he joined Marotta Wealth Management in 2021.

When he isn’t working, Jacob enjoys reading fantasy books such as Mistborn by Brandon Sanderson and Red Rising by Pierce Brown.


Credentials & Memberships

CERTIFIED FINANCIAL PLANNER™

The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

For more information about this designation, see the CFP Board website.

NAPFA-Registered Financial Advisor

This membership represents the highest standard of fiduciary duty in the financial services industry.

For more information about this membership, see the National Association of Personal Financial Advisors.


Specialties


Latest Articles

Comparing Vanguard Total Market Fund Strategies (VT vs. VTI and VXUS)
with No Comments

By adding a little complexity and blending a portfolio of VTI and VXUS, you create the opportunity for three layers of benefits.

Protect Yourself By Silencing Unknown Callers (Android)
with No Comments

Once you have a smart phone, you can prevent the ringer from ringing unless the person calling you is listed in your phone. This article explains how to silence unknown callers on an Android phone.

Why I-Bonds May Not Be As Great As They Seem
with No Comments

If you’re thinking about buying an I Bond, make sure it fits properly into your financial plan, and you aren’t just chasing the high interest rate.

See More by Jacob

Like what you read? Subscribe to our newsletter!