Jacob C. Roberie, CPA

Financial Advisor

Layfayette

Well before he settled on a major in accounting, Jacob’s interest in finance led him to classes and other education that would prepare him for a role in financial advisory services. As a CPA, he’s served as a trusted advisor to business owners in industries that include oil and gas, health care and legal services, helping them implement forward-thinking tax and financial planning strategies. Working with clients at every stage of the business life cycle, he has developed specific expertise with startups, entity restructuring and mergers and acquisitions.

Jacob recognizes the wide range of demands facing today’s business owner, whether in the realm of tax planning, insurance or setting up a retirement plan. “I find people are concerned that solutions to these demands are going to be wildly complex, but they don’t have to be – retirement plans and insurance programs that apply to a larger business can be both manageable and beneficial for the sole proprietor.”

Jacob offers valuable tax planning expertise for the business owner preparing to sell – and he emphasizes the importance of establishing long-term financial goals in advance of the sale. He also recognizes that while asset growth and preservation are always top priorities, there may be more than one route to reach the goal.

I love working holistically with my clients, putting together a complete solution that will ease their tax burden and set them up for financial stability in the years ahead. When we anticipate and plan for both good years and lean years, the peace of mind gained can be priceless.

— Jacob Roberie

PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS

  • Certified Public Accountant, CPA
  • Has passed FINRA Series 7 and Series 66 exams
  • Registered Representative, Avantax Investment ServicesSM
  • B.S., Accounting, University of Louisiana at Lafayette

CIVIC AND PROFESSIONAL ACTIVITIES

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants