Jake is a CERTIFIED FINANCIAL PLANNER™ and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program. As a financial advisor at Dentist Advisors, he provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since joining the company in 2018, Jake has been instrumental in improving our Elements® and investment management processes. He is also the author of a popular weekly blog called “Money Talks.”
My Content
What Dental School Didn’t Teach You About Running a Practice
Adam Carraway, DDS, and Jake Elm, CFP®, discuss about developing skills and processes to more effectively run your practice and...
Investing Lessons From March Madness
Over the last four days, there have been 48 college basketball games played in the men’s NCAA tournament — affectionately...
Geopolitical Strife and the Stock Market – Episode #325
As an international conflict unfolds, creating global uncertainty, what lessons can be learned about how markets reacted to similar events...