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It’s Not Brain Surgery - The AANS Practice and Business Management Podcast – Presented by the AANS
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Personal Finances: You Have a Salary, Now What? featuring Jake Weatherford
Manage episode 377971832 series 3422511
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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.
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