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
Jake brings a passion for financial planning and investment management to Willow Creek, along with his strong belief that planning, at any age, is the first step toward making sound financial decisions. He supports our advisor team by assisting with portfolio design, client service requests and related activities essential to helping our clients meet their lifestyle goals.
Prior to joining Willow Creek, Jake was a financial consultant with Charles Schwab and an equity and derivatives trader for Schwab’s Active Trader Group. He holds a bachelor’s degree in economics from Chico State University and is currently a candidate for CFP® certification. As our youngest advisor, Jake also brings his valued perspective to our multigenerational team, having gotten an early start as an experienced financial professional.
ON A PERSONAL NOTE: Jake is from Davis and currently lives in Rohnert Park. He enjoys hiking on Sonoma County’s trails, snowboarding in the Sierras, and cheering on his favorite teams at various sports events across the Bay Area.
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