Forbes, August 19, 2011
David Walters and Paul Jacobs discuss situations in which it may be smart to withdraw retirement savings early.
About the Author
David WaltersClient Service Manager
Portfolio ManagerDavid Walters, CPA, CFP®, joined Palisades Hudson as an associate in 2002 after receiving his B.S. in finance and accounting from New York University’s Stern School of Business. He became a client service manager in 2006 and also serves as a member of the firm’s investment committee. A Wisconsin native, David began his career in the Scarsdale office and transferred to Fort Lauderdale in August 2007.
David has ...View full profile
About the Author
Paul JacobsClient Service Manager
Portfolio Manager
Chief Compliance OfficerPaul Jacobs, CFP®, EA, joined Palisades Hudson as an associate in Scarsdale in 2002. In 2006 he became a client service manager and transferred to Fort Lauderdale. In 2008 Paul moved to Atlanta, where he is presently the client service manager in charge, to establish the firm’s office there.
Paul graduated from New York University’s Stern School of Business with degrees in finance and accounting. He is a CERTIFIED ...View full profile
-
Recent Posts
Contact Us
