Jake named Rosevest Financial in honor of his grandmother Rose, who lived a life of compassion and understanding. He strives to treat each client like a member of his family by providing advice that focuses on what’s best for the client. Jake’s role as our CEO and Wealth Advisor is led by his grandmother’s assertion to serve others before you serve yourself.
A graduate of the University of Arizona, Jake has a bachelor’s degree in economics and psychology. He’s also an accredited Financial Services Certified Professional (FSCP®) and is working toward his CFP® designation. He has the distinct ability to simplify advanced concepts for clients and has appeared in national news media including The ListTV, Yahoo! News, Advisors Magazine, Business RadioX, as well as numerous local news stations.
Outside of the office, Jake enjoys time at his gym, reading a book, watching movies, and traveling. He’s an avid sports car and watch enthusiast and can often be found wandering around the Porsche dealership or trying on overly complex, handmade watches in each city he goes to. But most important to him is spending time with his wife, Melanie, his son, Calum, and his dogs Bubba & Finn.