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Jake Wilson, CRPC®

Jake Wilson, CRPC®

Financial Planner (CA Insurance License #0E60259)

 

Jake Wilson is a financial planner with Retirement Security Centers.  He works with families in Northern California assisting them in the growth of their wealth. His areas of expertise are in investment planning and retirement planning. His mission is to help ensure that his clients attain their economic independence and freedom during their retirement so that they never lose their dignity. "I want my clients to be able to live life to its fullest during their retirement."

He takes pride in building long-term business and personal relationships with his clients. It's the little things that count to Jake and he is known for his attention to detail. He spends a lot of time assisting clients in making financial decisions that they can live with. "I want my clients to fully understand the decisions they are making and to know what I am working with them to help them attain their goals. Throughout the financial planning process, we never lose sight of one essential element – personal service. We provide the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for financial success."

Jake is a graduate of the University of California at Santa Barbara with a Finance degree from the School of Business Economics. In addition, he obtained a minor in Sports Management. Upon graduation he moved back to Northern California where he was raised. Jake grew up living and working on a small family farm near Chico, where his family still resides.