Jake Kopczyk is a Certified Financial Planner® professional who holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the professional designations of Certified Exit Planning Advisor® and Accredited Asset Management Specialist®.
Jake specializes in providing personalized financial advice and proactive planning, taking into account each client’s unique goals and circumstances across different life stages and family dynamics. His clientele spans from young professionals embarking on their financial journeys to Florida Retirement System (FRS) and corporate retirees in helping preserve and grow their wealth for future generations. He also assists with small business owners in guiding them with their exit readiness, valuation expectations and equity structuring through his proprietary Exit Hacking Strategy using an in-house software tool.
Originally from Chicago, Jake graduated from the University of Miami with a double major in communications and education. Jake is actively involved in his community where he serves on the University of Miami Citizens Board and is the president of the Special Olympics Florida Social League of Miami. Outside of work, Jake can be found enjoying an active lifestyle with his wife, Alexandra, and daughter, Cecilia.
Giving Back: Jake believes in sharing his success within the community. He is passionate about donating his time and money in the many organizations that strengthen the local communities where we live, work and do business. He donates 1% of his yearly earnings to local charities and organizations such as Special Olympics Florida, BLUE Missions, the Salvation Army, St. Augustine Catholic Church and more.
Raymond James is not affiliated with any of the companies mentioned.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
