Certified Financial Planner™
Chartered Financial Consultant®
Accredited Investment Fiduciary
BIOGRAPHY
Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax-efficient and cost-efficient methods possible.
Prior to joining Pure Financial, Jake was a lead strategist in charge of running the financial planning department for a fee-only financial planning firm. At Pure, he is able to utilize his expertise in cash flow management, retirement planning, estate planning, investment management, tax analysis, and insurance planning to develop unbiased and uniquely tailored strategies for his clients’ complex and ever-changing financial needs.
Jake graduated from California State University Fullerton with a Bachelor’s Degree in Finance – Investments & Financial Planning and holds two prestigious designations in the financial planning industry, the CERTIFIED FINANCIAL PLANNER™ Certification and the ChFC® (Chartered Financial Consultant). Prior to working with a fee-only financial advisory firm, Jake also held the FINRA Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, and a Life, Accident & Health Insurance License (L&D).
Jake is an active member at his church and also helps run an organization dedicated to supporting veterans and active-duty military. In his free time, Jake enjoys spending time with his wife and kids, training Jiu-Jitsu, camping, target shooting, and all things outdoors.
Jake's Latest Contributions
He’s 56, she’s 32. How does this 24-year age difference impact retirement plans for “Bonnie and Clyde”, and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of Pure Financial Advisors’ Managing Director Jake Greenberg, CFP®, ChFC® for a video case study (complete with visual aids!) on YMYW Extra number 6. Into which types of accounts should Bonnie and Clyde save for retirement? How much of their savings should they convert to Roth and when?
