Desiree Jacobs

Operations Manager, Retirement & Private Wealth

What’s your favorite quote?

“Live generously, and life will treat you royally.” – Crown Royal

desiree@rwmfinancialgroup.com
559-924-0304 Ext. 4040

Desiree Jacobs

Operations Manager, Retirement & Private Wealth

What do you enjoy doing when you’re not working?
Travel is my passion. I love learning about new places and finding commonalities between people everywhere. Spending quality time with family and friends. The bonus to living in the central valley is the easy access to the slopes for Skiing one day and the cliff views by the ocean the next.

What’s one fact about your education or upbringing that few people know?
I’m the oldest of five, which has definitely influenced my love of a big family. Together with my husband Roger, we have a total of Eight gorgeous amazing children. We are truly beautifully blended! “Bene Adunato”

What are two things on your bucket list?
1. Indulge in a delightful vacation at the Hurawalhi Resort in the Maldives, where you can relish the unique experience of dining at their remarkable all-glass undersea restaurant.
2. Learn to play the piano

Meet the Rest of the Team

Meet Brahm Rossiter, AIF® CRPS®

Executive Vice President, Retirement & Private Wealth

Meet Marcus Sasaki, AIF®

Vice President, Retirement & Private Wealth

Meet Jake Taylor, WMS®

Vice President, Retirement & Private Wealth

Meet Kirby Moreno

Client Services Associate

Contact Us

Office: 559-924-0304 Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

Connect with Us on Social Media

Follow @RWMFinancialGroup

Here For You, Wherever You Are

We are proud to serve our clients through multiple locations, ensuring personalized support and tailored strategies wherever you need us.

Main Office: 406 B Street Lemoore, CA 93245

Northern California

Arizona

Quick Links

Firm Disclosures

Form ADV Part 2A GRP Privacy Policy

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

The Financial Consultants at RWM Financial Group are registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, (GRP) dba RWM Financial Group, an SEC registered investment advisor and HUB International Company. Insurance services offered through HUB International. GRP and HUB International are separate entities from and not affiliated with LPL Financial. The Financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.