For 5 years, Jake has been building a practice that caters to helping the younger professional who's often overlooked by the traditional advisor. Early on, he realized that many financial resources were not made available to those in the formation stage of their careers. It was from then on he made it a priority not only to help form the financial planning groundwork for his clients but also to be their financial advocate in every aspect of their financial life.
His approach is simple; it focuses on examining your entire financial situation and establishing a goal-driven financial plan as the main means to help you achieve future financial success. He believes that trust and meaningful relationships on a personal as well as professional level with his clients are the keys to a successful financial partnership.
After graduating in 2013 from California Lutheran University with a degree in psychology, Jake began his career at Raymond James Financial Services as a Financial Assistant. He became a Financial Advisor in 2014 upon completion of his registration exams. Jake is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. In addition, he maintains Series 7 & 66 licenses, as well as life and health insurance licenses.
When he's not in the office, you can find Jake running the variety of nature trails in the Thousand Oaks area, enjoying a day on the golf course, or surfing at one of the many breaks Southern California has to offer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.