Jake is the founder of Experience Your Wealth, a virtual fee-only financial planning firm helping travel-loving young families find the right balance between paying down debt, investing for the future, but also experiencing life now. He is a Certified Financial Planner, Chartered Financial Analyst and Certified Student Loan Professional.
Jake has been named to Investment News 2020 40 Under 40 class, a 2020 top financial planner for millennials by Business Insider and the Young Advisors to Watch List by Financial Advisor Magazine. Jake lives in Bristol, RI with his wife Kaleigh and high maintenance dog Roxie.
Session Information
Beyond the CFP: Additional Certifications
We all know that the CFP is the gold standard of certifications in the financial planning industry. However, once you reach that milestone, is it worth it to seek additional certifications? You have to consider the time commitment to study, the financial expense of exam fees and ongoing dues, the annual continuing education requirements and much more. In this session, you will hear from three financial advisors who have a total of five different certifications between them. They will share why they decided to pursue additional certifications, how it has (or has not) served them in their career, and what they would recommend to those considering getting certified beyond the CFP!