Jake's Professional Journey

Jake Johnson Headshot

Jake Johnson's journey to becoming a financial advisor was deeply influenced by the financial crisis of 2008, which had a significant impact on his friends and family. Witnessing the hardships they faced, he was inspired to pursue a career where he could help others be better prepared for future financial challenges. His dedication to this mission drives him to provide the guidance and support necessary to navigate the complexities of personal finance.

Jake's mission is to help clients realize that their wildest dreams are achievable. By offering comprehensive financial education and personalized advice, Jake aims to empower his clients to take control of their financial futures. He is committed to equipping them with the knowledge and skills needed to make informed decisions that align with their values and long-term goals.

Education:

  • Bachelors Degree in Marketing from Texas Tech University

Designations:

  • Certified Financial Planner (CFP®) 
  • Wealth Management Certified Professional (WMCP®)

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Investment Planning & Strategies

Retirement Planning & Income Strategies

Insurance Protection Strategies

Education Planning & Funding

Business Planning

Estate Planning

Embracing Life Beyond Finances

Jake & Riley

Jake is a proud resident of Austin, Texas, where he was born and raised. The city's vibrant culture and dynamic lifestyle resonate deeply with him, providing the perfect backdrop for both his personal and professional life. Family holds a special place in Jake's heart, and he cherishes the time spent with his loved ones, including his girlfriend Riley. Jake is not one to shy away from sharing the importance of family and the joy it brings him. He believes that the support and love of family are fundamental to a fulfilling life.

Jake's personal interests reflect his commitment to life balance and the pursuit of wealth beyond financial success. Whether he's flying a very small plane through the skies, exploring new and exciting destinations, immersing himself in the vibrant energy of a live concert, or pushing his limits in a CrossFit session, Jake finds joy and enrichment in these activities. These pursuits allow him to cultivate a well-rounded life, emphasizing the importance of experiences, relationships, and personal health. Jake's dedication to these interests aligns with his professional mission to help others achieve a holistic approach to financial well-being, demonstrating that true wealth encompasses much more than just monetary gains.