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Jake Elm, CFP®

Financial Advisor

As a financial advisor at Dentist Advisors, Jake Elm provides dentists with fiduciary guidance related to investments, debt, savings, taxes, and insurance. Since coming to Dentist Advisors, Jake has worked closely with other advisors and has also been instrumental in improving our Elements® and investment management processes. Jake is a CFP® and a graduate of Utah Valley University’s nationally ranked Personal Financial Planning program.


My Content

How to Become a Millionaire

This past week I came across a couple of studies conducted a few years ago on how millionaires made their...

It Depends

Money is generally a taboo subject, so most avoid talking about it. Although, I’ve found that working in the financial...