Jake is a Chartered Retirement Planning CounselorSM with over 17 years of experience in the financial industry. He is a graduate of the University of California at Santa Barbara with a Finance degree from the School of Business Economics and joined our team in 2004. Working with families assisting them in the growth of their wealth, his areas of expertise are investment and retirement planning, building long-term professional and personal relationships with clients. Jake moved back to Northern California near his family's small farm in Chico after graduation.
- What is your proudest accomplishment?
Being a dad to my 3 kids, Jack, Parker Lue, and Myna Jane.
- Where is the furthest place you’ve traveled?
New Zealand for spring break with my college rugby team.
- What kind of vehicle did you take your driver’s test in, and did you pass on the first try?
A 1992 Dodge Ram van and it took me 3 times to pass the test.
What do I enjoy most about being a financial planner?
The thing I enjoy most about being a planner is the meeting just before a client retires. We have done the work and we all know retirement is about to take place. Seeing the smile and joy of knowing they have made it is always exciting.