Jacob L. Feldman
Wealth Advisor
Jacob is a Financial Advisor and Wealth Manager with Centric Financial, where he helps individuals and families build clear, disciplined financial strategies designed to protect what they’ve built, grow their wealth with intention, and create long-term financial confidence. His approach is personalized and education-driven, rooted in the belief that the best financial decisions come from understanding your options and having a plan that reflects your goals and values.
Before entering the financial services industry, Jacob built his career in public service and emergency response leadership. He served in Civil Affairs and worked in fire service and emergency operations, leading teams and helping people make critical decisions in high-pressure situations. He also taught adult education courses in emergency medicine, fire science, and active shooter response. Those experiences taught him how to bring clarity, structure, and calm to complex situations—skills that continue to shape how he serves his clients today.
Jacob especially enjoys working with business owners, professionals, first responders, veterans, and families navigating major life transitions. For him, financial advising is another way to serve others by helping them prepare for the future, protect their families, and make confident financial decisions.
Outside of work, Jacob enjoys early-morning workouts, collecting vintage watches and antiques, staying active in civic organizations, and spending time with his wife as they prepare to welcome their first son. He also enjoys exploring Texas back roads, classic films, and timeless music.
Jacob believes that with preparation, discipline, and the right guidance, people can turn financial uncertainty into confidence and build a foundation designed to last.
Getting To Know Jacob
In my free time, you can find me
Lifting weights, collecting and learning about vintage watches, enjoying classic movies and music, staying active in civic organizations, or exploring Texas back roads.
I’m passionate about
Service, personal discipline, lifelong learning, and leaving the people around me better prepared than I found them.
My education consists of
My background includes Civil Affairs, public safety leadership, emergency medical instruction, and ongoing professional education in financial planning and wealth management.
I enjoy working with
Families, business owners, first responders, veterans, and anyone who values honest advice and long-term planning over quick fixes.
Why I do what I do
I enjoy helping people build financial security so they can focus on living their lives instead of worrying about money. After careers dedicated to serving others, I wanted to continue making a meaningful impact—just in a different way.
Professional
Years of Experience
