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
#BestOf2022 How to Calculate Taxable Social Security
If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits.
Why I-Bonds May Not Be As Great As They Seem
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.
How to Calculate Taxable Social Security (Form 1040, Line 6b)
If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits.