Jacob Ries-Roncalli, CFP^®

How do I help clients live a richer life?
As an advisor at Brighton Jones, I help clients live a richer life by assisting them in their day-to-day needs and long-term dreams. I am passionate about people and their goals, and I love helping find solutions through their finances and beyond. What I love most about working at Brighton Jones is the emphasis on compassion and community, which I believe shines through in all the work we do.

How do I align my time and money with my values and passions to Live a Richer Life?
To live a richer life, I strive to align with my values of balance, grit, compassion, and personal growth. I grew up an avid soccer player and fan, and I continue to find joy in playing on my Sunday league team or watching the premier league on the weekend. I also enjoy traveling outdoors and spending quality time with friends and family. What I love about my work is that I build relationships, help others, and educate myself about personal finance. I am passionate about people and their goals and love helping them find solutions through their finances and beyond.