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
Lessons from the Biggest Ponzi Scheme in History
I recently watched Madoff: The Monster of Wall Street on Netflix. This 4-episode series chronicles the rise and fall of...
How How Do The Wealthy Invest?
A few months ago Bank of America released its 2022 Private Bank Study of Wealthy Americans. The study asked 1,052...
What Separates Multi-Million Dollar Practices From the Rest?
The Dental A Team has been behind the curtain of hundreds of offices across the country. Join us to learn...
Do You Really Want To Be Rich?
Being a Twitter user, I feel like Elon Musk is in my life a lot these days. Not only do...