Jake Linder, CFP^®

“The most rewarding part of being a financial advisor is when we finish a meeting and the clients feel much more relaxed, comfortable and confident about their financial plan. The relief that people feel when they have found a team they can trust is extremely rewarding.”

Jake has been in the financial services industry since 2013 and comes from an entrepreneurial background, having started and operated three successful businesses prior to becoming a financial planner. Jake brings a wealth of knowledge and experience helping businesses and individuals with their financial, estate and tax planning.  He focuses on helping individuals and business owners articulate their goals, develop a plan to pursue those goals and modify that plan on an ongoing basis to keep you on track to work toward those goals.  Jake’s specific areas of expertise are business retirement plans, business succession planning, and retirement planning for individuals of all ages.

Jake understands that the financial planning and investment world is complicated and, to many, overwhelming.  His goal is to be a trusted resource for financial advice that is communicated in a way that clients can understand and removes the anxiety and skepticism often associated with financial planning and investing.  Jake is committed to offering superior service, personalized attention and financial expertise to each of his clients.  Integrity is the foundation of Jake’s life and financial planning practice, and he would appreciate the opportunity to earn your trust.