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 is a part of Willow Creek’s Sustainable Investing Committee and is passionate about investing with environmental impact considerations in mind.
Prior to joining Willow Creek in 2017, 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 a CERTIFIED FINANCIAL PLANNER™ professional. Jake is involved with several local organizations including, The Climate Center, the Redwood Empire Estate Planning Council, and the Financial Planning Association.
ON A PERSONAL NOTE: Jake grew up in Davis but is now a proud Sonoma County resident. He enjoys hiking, snowboarding in the Sierras, and cheering on his favorite teams at various sports events across the Bay Area.
The rising interest in sustainability-driven investing is a recent phenomenon. After all, who wouldn’t want to invest, earn potentially great returns over the long-run, and promote a worthy cause? But is it too good to be true? Understandably, many investors have doubts and questions. For those who feel passionately about promoting green initiatives and environmentally […]