Jake has recently earned the highly regarded CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. This means that he has demonstrated mastery of nearly 100 financial planning topics, including investment planning, tax planning, retirement planning, estate planning, insurance planning, and financial management. In other words, he’s our newest resident expert!

To obtain the CFP® designation, one must pass the CFP Board’s comprehensive 6-hour certification examination that tests their ability to apply financial planning knowledge in an integrated format. Plus, CFP® professionals must have at least two years of experience in the personal financial planning process and complete continuing education coursework, including a CFP Board approved code of ethics course.

We’re incredibly proud of Jake’s hard work and dedication to earn this prestigious designation. That’s why we’re happy to announce that his new title will be Wealth Planner!

Please join us in congratulating Jake on this remarkable accomplishment.

And, as always, if you have any questions about your own personal plan or if you would like to receive a Financial Second Opinion®, please do not hesitate to reach out to us to schedule a meeting.

Thank you again for choosing us as your financial partner. We wish you all the best and please do not hesitate to reach out if you need anything from our team.

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