Meet the Expert
Aric Jacobson is an attorney, consultant, and nationally recognized expert in equity compensation and advanced tax planning. He holds a Master of Laws (LL.M.) in Taxation and is a Certified Financial Planner™ (CFP®), Certified Equity Professional (CEP), and Tax Planning Certified Professional (TPCP). Aric currently serves as Senior Equity Compensation Consultant at Grantd Equity, where he helps develop sophisticated solutions for managing RSUs, stock options, ESPPs, and other equity awards while providing education and tax planning guidance to advisors and equity holders.
Previously, Aric spent five years as an Advanced Planning Consultant at Commonwealth Financial Network, supporting financial advisors nationwide on complex planning issues including equity compensation, taxation, estate planning, and executive benefits. He is also an instructor in the UC Berkeley Extension Certificate Program in Personal Financial Planning, where he teaches courses on equity compensation, income taxation, and retirement income planning. With decades of experience spanning law firms, consulting, financial education, and public speaking, Aric is a sought-after educator known for translating complex tax and equity compensation concepts into practical planning strategies.