Jake joined Wealth Impact Partners in January of 2022. He serves as an Analyst, supporting the team in all functions related to planning and investing as they continue to grow in their capacity to help more clients realize their financial goals.
Jake earned a Bachelor’s in Finance from Stonehill College in 2020, graduating 1st in his class for Finance. With a life-long sense of intellectual curiosity, he spends a lot of time learning and reading about topics that interest him, including economics, finance, geopolitics, history, and philosophy.
Jake enjoys his time away from work by spending time with friends, playing sports, traveling, and pursuing his childhood passion of improving his guitar playing skills.
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Wealth Impact Partners
175 Highland Avenue
Suite 401 Needham, MA 02494
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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