Jake Smolarek, CFP®, AIF®
Financial Consultant
Jake is a CERTIFIED FINANCIAL PLANNER® professional and a Accredited Investment Fiduciary® professional. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology. He has his Series 7 and Series 66 with LPL Financial and, additionally, he holds his Life and Health Insurance Licenses.
He is a former US Army Sniper, and an MSU Alum. After working for one of the industry ‘big guys’ for a few years to cut his teeth, Jake decided to come home to the family firm. Now he applies his values of discipline and teamwork towards helping clients on their journeys to financial well-being. Jake has pivoted his unique skill set of training for long range sniper missions towards helping clients embark on their long-term financial mission.
Jake enjoys guiding new investors and entrepreneurs, resident physicians, tech specialists, and young families on the development of good financial habits to help them build long-term wealth. As an avid fitness junkie, you can often find Jake at the CrossFit gym. Jake and his wife Natalie have a beautiful, black, one-eyed rescue cat named Mulan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.