Posts tagged jake
Jake Stewart

Jake Stewart, CFP™
Jake is a CERTIFIED FINANCIAL PLANNER™️ practitioner dedicated to helping clients accomplish their goals per their distinct values. He specializes in building comprehensive financial plans with an emphasis on retirement planning, tax mitigation, and long-term income management. He and his team effectively manage the financial landscapes of their clients by giving proactive counsel and ensuring their clients’ peace of mind.

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Jill Novakjake