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Our

Financial Advisors

Jacob Sansom, CPA

Vice-President

Financial Advisor

Jacob Sansom is a financial advisor and Vice-President of Cooper, Adel, Vu Financial.

Jacob works closely with Julian Guilfoyle, President of the financial company, implementing innovative strategies designed to help protect and preserve our clients’ wealth while minimizing taxes on their retirement accounts. Jacob came to Cooper, Adel, Vu with three years experience in financial and investing planning where he honed his strong analytical and financial planning skills helping clients meet their financial goals. He was also a relationship banker for five years which provided him the opportunity to help clients solve a variety of financial challenges.

Jacob graduated from Liberty University with a Bachelor of Science in Business and obtained an Associate Degree in Accounting from the University of Toledo. Jacob has passed Levels 1 and 2 of the Chartered Financial Analyst Program. Jacob maintains Series 7, 63, and 65 securities registrations and is also licensed for Life and Health Insurance. In addition, Jacob is also a Licensed Certified Public Accountant.

Jacob is originally from Findlay, Ohio. He and his wife, Adrianne, have five children. In his free time, Jacob likes to listen to and read about political philosophy, financial markets, early American history, and economics.

 


Jacob Sansom is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Jacob Sansom is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. 

Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.

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