Jake Elm, CFP®

Senior Financial Advisor

Hi, I’m Jake Elm, CFP®, a Financial Advisor at Dentist Advisors. I help dentists make thoughtful financial decisions around budgeting, debt and student loans, saving, investing, and long-term retirement planning. My goal is to help dentists plan responsibly for the future while still enjoying life today.

I found my way into financial planning in college simply because I wanted to understand how money works and how to build and maintain wealth. Since personal finance isn’t something most of us are taught early on, discovering that I could learn it deeply and help others do the same felt like a natural fit. While I enjoy the problem-solving side of building a financial plan, what keeps me passionate about this work is seeing how money touches every part of life and helping people use it intentionally to live their best life.

To me, client success means less stress, fewer unknowns, and more time and energy to focus on what matters most. Making as much money as possible isn’t the goal. Money is simply a tool, and I love when clients tell me they feel confident about their financial future and clear on how to reach their goals.
I’ve been a financial advisor for over seven years at Dentist Advisors. I earned my degree in Personal Financial Planning from Utah Valley University and hold the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, I enjoy reading, movies, sports, good food, traveling with my family, and golfing whenever I can. I’m also a loyal Utah Jazz and Utah Utes football fan, for better or worse.


My Content

The Gell-Mann Amnesia Effect

I think it’s about time I do a post centered on Elon Musk. He’s probably the most talked-about person in...

Why Stocks?

As of 2021, 56% of American adults are investing in the stock market. And of that 56%, only around 10%...

Preparing For a Recession

Over the past handful of weeks, there seems to be an increasing number of people who believe that a recession...

What I’m Into

It’s time to do another post about some of my favorite things I’ve watched, listened to, and read recently. If...

An Inverted Yield Curve

I’ve seen quite a bit of chatter on my Twitter timeline this past week or so about the yield curve....

All Of A Sudden

Every year I get together with a few friends to watch the Academy Awards broadcast, more popularly known as the...

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...

Saving vs. Investing

When having conversations about money, I often get questions that sound something like this: “Jake, I’ve saved up $1,000. Where...

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...

Taxes!

It’s tax season! That dreaded time of year where everyone has to sit down, do an accounting of last year’s...

Financial Vegetables

​​For most kids, at least the kids I grew up around, the idea of eating vegetables is not an appealing...

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...