Jake Greenberg is a CERTIFIED FINANCIAL PLANNER™ 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 Bachelors Degree in Finance – Investments & Financial Planning, and holds two prestigious designations in the financial planning industry, the CERTIFIED FINANCIAL PLANNER™ and the ChFC® (Chartered Financial Consultant). Prior to working with a fee-only financial advisory firm, Jake also held the 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. He plays the bass guitar and in his spare time enjoys camping, target shooting and all things outdoors.