Perspective
Jake is a Certified Financial Planner CFP® providing clients with holistic financial planning and help implementing Sagace’s planning philosophy.
Jake serves as a Financial Planner and a Client Services Associate at the firm. Having spent his career in financial planning and wealth management, Jake works to provide clients with holistic financial planning, helping them achieve their long-term goals while spending more time on what’s important to them: their families, their careers, 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 also holds is Certified Financial Planner ® Designation, giving him the expertise and tools to best serve our clients.
Jake currently resides locally in St. Petersburg, and enjoys spending his time outdoors with sports, public events, and quality time with friends and family.
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