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Brittany Jacobson

CFP®

Investment Advisor Representative


A graduate of Portland State University with Bachelor’s Degrees in Accounting and Finance, Brittany joined the FIT team in 2017. Before joining the firm, she obtained her Oregon Life and Health insurance license and shortly after passed her Series 7, 66, and CFP® (CERTIFIED FINANCIAL PLANNER™). She is a firm believer that everyone can benefit from having a financial plan and understanding what it takes to reach their goals.  She particularly enjoys teaching those in their 20-30's how to manage their money and helping to set them up for future success.  Beyond being an advisor, Brittany's primary role is to assist with the management of client accounts.  She does research on stock, assists in portfolio allocation, and places trades.  

In her spare time, you’ll find her outside exploring what the Northwest has to offer. She grew up in Sandy, OR and is in her element on Mt. Hood. She loves to snowboard with her siblings in the winter and goes camping or hiking there in the summer. Her slight obsession with board and arcade games helps to feed her competitive side.




Hobbies

Q & A

What is one word that describes you best and why?

Persistent. I don’t give up easily. 


If you could have one super power, what would it be?

Telekinesis. 


What’s on your bucket list?

Skydiving and a global backpacking trip. 


If you could live anywhere in the world, where would it be?

New Zealand.


This or That?

Spender or saver?

Spender.

Early riser or night owl?

Night Owl.

Chocolate or vanilla?

Chocolate.