))
It’s Not Brain Surgery - The AANS Practice and Business Management Podcast – Presented by the AANS
«
»
Personal Finances: You Have a Salary, Now What? featuring Jake Weatherford
Fetch error
Hmmm there seems to be a problem fetching this series right now.
Last successful fetch was on April 26, 2024 12:59 (
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 377971832 series 3422511
Treść dostarczona przez itsnotbrainsurgerypod. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez itsnotbrainsurgerypod lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Personal Finances: You Have a Salary, Now What? featuring Jake Weatherford
Jake Weatherford, with Castlepoint Wealth Advisors, is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies. He is also responsible for portfolio modeling and financial projections, which help clients evaluate the potential outcomes of their decisions. Jake is nearing a decade in financial advising and specializes in helping clients navigate complex retirement planning and wealth transfer concerns.
It was Jake’s desire to help people that drew him to the wealth management industry, where he earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy (CAP) designations.
Jake holds a Bachelor of Business Administration degree from Oklahoma State University and an MBA in financial planning. While at Oklahoma State he was a recipient of the General Honors Award. He is a board member of the Downtown Club of Oklahoma City, and he serves as a Division 1 college football official. Jake and his wife, Shelbie, live in Oklahoma City and are the proud parents of a baby boy, Eli. They attend Life Church and especially enjoy traveling and spending time outdoors as a family.
8 odcinków
Udostępnij
