Jake Wallingford, CFP®
Jake Wallingford specializes in helping individuals and families discover long-term financial success based on their own unique goals and circumstances.
Jake’s mission is simple: to educate and serve by carefully developing a financial plan that helps solve for your short and long-term goals.
Whether you’re a young professional accumulating assets or are already retired, on Social Security and need to get the most out of your money, Jake will be in your corner providing guidance every step of the way.
Always friendly and sociable, Jake will make every interaction an easy and personable one. He begins his discovery process by gathering important information about you and your family, identifying goals, defining your current financial situation, and determining your risk tolerance.
Jake graduated from Missouri Western State University with a BSBA in Accounting and is an active member of Crosspointe Community Church. Jake lives in St. Joe with his wife, Kathy, and their son, Whitman. Always up for new experiences, Jake loves trying various foods, spirits and hobbies. He also enjoys a game of disc golf, participating in his church softball league and playing hide-n-seek with his two-year-old.
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