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 Yahoo! News, Advisors Magazine, Business RadioX and more.
Outside of the office, Jake enjoys reading, watching movies and traveling. He’s a sports car enthusiast and can often be found attending car shows, but he still sets aside time to spend with his wife and dogs.