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.”
Should You Own International Stocks?
Should You Buy Whole Life Insurance?
How Are You Going To Spend Your Money?
What Modern Banking Means for Dentistry
How Much Do People Have Saved for Retirement?
Investing Lessons From March Madness