Why I Love My Job
Connecting and working with clients on important concerns that arise for them is what inspires me in this work. It’s really rewarding when I’m able to guide a client through a transition and help them make decisions that will positively impact their life.
Jake joined us as an Associate Wealth Advisor with our San Diego office in 2023. He works with clients on all aspects of their financial planning and investment concerns, including retirement, insurance, education funding, advanced estate plan design, and tax management.
A key aspect of his role is advising clients on investment allocation strategies, and monitoring their portfolio positions. “I’m passionate about helping families navigate their financial journeys and achieve their goals,” he says. Disciplined and easy going, Jake feels fortunate “to work alongside brilliant colleagues who hold themselves to the highest standards of integrity and care in this industry. They inspire me to strive for excellence.”
Prior to his responsibilities at HH, Jake rose within the ranks at a financial planning firm and family office in Corona, California. He began as an intern and subsequently took on the role of a paraplanner, focusing on advanced plan design, investment management, tax strategies, retirement planning, insurance planning, and advanced estate planning strategies.
Jake earned a Bachelor of Science in Kinesiology in 2020 from California State University, San Marcos. He is a CERTIFIED FINANCIAL PLANNER™ professional. Outside the office, he enjoys weightlifting, golfing, being a foodie, breaking bread with friends, and most recently – surfing.
Fun Fact
I trained in Martial Arts for almost a decade.