Jake is a certified financial planner and holds his master’s degree in financial planning. Jake works closely with his clients and their families to develop a trusted partnership. Placing an emphasis on trust and clarity, Jake strives to fully understand his client’s financial goals and values to deliver tailored advice in all aspects of their financial life.
Prior to joining Personal CFO Solutions, he worked as a Senior Financial Planner at a Private Wealth Management firm wholly owned by a global investment banking and securities corporation, where he provided comprehensive financial counseling to corporate executives.
Jake earned his BS in Finance from Fairleigh Dickinson University and was on the men’s varsity lacrosse team. He earned his MS in Financial Planning at the University of Georgia.
Jake resides in Morristown with his wife Jenn and their golden retriever Gunner. In his spare time, he participates in outdoor and sporting activities. Jake is also a member of the Family Reach Organization.