Jacob Shuman

Jacob joined GoldBook Financial in June 2025 as a financial services professional.

Jacob is dedicated to building strong relationships with clients, taking the time to understand their unique needs and priorities. Leveraging a network of seasoned professionals with specialized expertise, Jacob delivers tailored product recommendations and strategic solutions designed to address both current and future goals.

Jacob holds a Bachelor of Science in Financial Services from San Diego State University. Before joining GoldBook, he served as a wakeboard and wake surf instructor and gained valuable experience in customer service roles at local country clubs, honing his ability to connect with clients and deliver exceptional service.

Jacob is Life, Accident and Health licensed.

CA Insurance License # 4471658

CRN202807-9148615

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Jacob Shuman

Financial Services Professional