Jake Plahovinsak is a Paraplanner and Financial Analyst with over 15 years of experience in the financial services industry. He began his career at major wire houses such as JPMorgan Chase and Morgan Stanley before transitioning to smaller firms, where he could deliver a more personalized client experience. Holding the CFP® certification along with FINRA Series 7 and 66 licenses, Jake brings deep expertise and a client-first approach to every engagement.
Throughout his career, Jake has worked with a wide variety of clients to help them define and achieve their financial goals. He is especially passionate about guiding individuals and families through all phases of life — whether navigating a job change, planning for retirement, managing an inheritance, funding education, handling estate planning, or making major purchases. Jake finds great joy in walking alongside his clients through life’s curveballs, providing steady guidance and support every step of the way.
Outside the office, Jake enjoys spending quality time with his wife and three children, often found playing in the backyard and making the most of family life.