To reach their personal financial goals, investors must be able to look past the daily distractions that blur their long-term view. That’s where I come in, assisting with the important details and helping people block out the rest in pursuit of financial well-being.
JOIN DATE: 2017
I have a passion for financial planning and investment management, and I believe strongly that planning, at any age, is the first step toward making sound financial decisions. As a member of Willow Creek’s Sustainable Investing Committee, I believe strongly that everyone should invest with environmental impact considerations in mind.
Throughout my career in financial services, I have primarily focused on investment management and am experienced with more complex trading strategies. I enjoy deep dives into investment questions and love to "talk shop" with clients who may be more focused on that side of their financial picture.
Prior to joining Willow Creek in 2017, I was a financial consultant with Charles Schwab and an equity and derivatives trader for Schwab’s Active Trader Group. I am involved with several local organizations including The Climate Center, the Redwood Empire Estate Planning Council, and the Financial Planning Association.
ON A PERSONAL NOTE: I grew up in Davis, California, and am now a proud Sonoma County resident. I love hiking, snowboarding in the Sierras, and cheering on my favorite teams at various sports events across the Bay Area.
Originally published in North Bay Business Journal As wealth advisors, a frequent question my colleagues and I are receiving these days is this: should I buy Bitcoin? The cryptocurrency marketing machine is currently hard at work, and if you watched even part of Super Bowl LVI, you were sure to have seen a crypto commercial. […]
What does it really mean to “buy low and sell high?” Here is Wealth Advisor Jake Weber with an explanation. Jake WeberCFP®, Wealth Advisor […]
Originally published in North Bay Business Journal Willow Creek Wealth Advisor Jake Weber answered questions posed by North Bay Business Journal about where we are after a challenging year, and where we are headed. In the pandemic, more people saved. Did they sock money away in safer, but lower return vehicles like saving or money […]