Jake Pendl

Jake joins the firm as a Client Services Associate after spending the first two years of his career as an advising associate in Connecticut. He works to provide our clients with holistic financial planning, helping them achieve their long-term goals while finding more time to focus on what is important to them: their families, their businesses, and other passions.

Jake attended Eastern Connecticut State University, where he obtained his bachelor’s degree in finance with minors in Accounting and Business Information Systems. His broad education of the field paired with his hands-on experience with financial planning and wealth management allows him to step into the team to enhance the client experience and help implement the holistic planning philosophy set forth at Sagace Wealth Management.

Jake currently resides in St. Petersburg. In his free time he enjoys being outdoors and involved in sports, public events, and spending time with friends. As a new Florida resident, Jake hopes to bring his golf game up to speed with the rest of the team.

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