Jake Weber, CFP®
Wealth Advisor
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
CONTACT: jake@willowcreekwealth.com
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.
EDUCATION:
- BA, California State University, Chico
- CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
- Redwood Empire Estate Planning Council
PRESS:
COMMUNITY:
Read the latest from Jake
Is Now a Good Time to Invest in the Markets?
Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines about the debt ceiling debate, the war in Ukraine, inflation, and the state of the economy, which may lead many to doubt or feel worried about their investments. They […]
Read More… from Is Now a Good Time to Invest in the Markets?
Cryptocurrency: Four Ideas to Consider Before Buying
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. […]
Read More… from Cryptocurrency: Four Ideas to Consider Before Buying
Portfolio Rebalancing: A Simple Concept with a Big Impact
What does it really mean to “buy low and sell high?” Here is Wealth Advisor Jake Weber with an explanation. […]
Read More… from Portfolio Rebalancing: A Simple Concept with a Big Impact
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