Broker Check
Jake Rawlings, CFP®, EA

Jake Rawlings, CFP®, EA

Wealth Advisor

Jake is a proud alumnus of the University of Maryland, holding a Bachelor of Science degree in Economics. He takes a comprehensive and client-centric approach to retirement planning with a focus on taxes. Jake has furthered his expertise by achieving the esteemed CFP® (CERTIFIED FINANCIAL PLANNER™) designation from Georgetown University.

With a passion for guiding individuals along their financial journey leading up to and during retirement, Jake has dedicated the last 12 years to helping clients work toward their optimal financial future.His commitment to providing top-notch financial guidance is underscored by his possession of life and health insurance licenses, as well as securities licenses 7, 63, and 65. Jake remains vigilant in staying updated on market trends and legislative changes that can significantly impact the financial planning process for his clients.

Beyond the realm of financial planning, Jake is an enthusiastic traveler, always seeking new horizons and experiences. He finds joy in attending live musical events, appreciating the harmonious melodies that enrich life. During the summer, he relishes the serenity of spending quality time with family at their lake house in Southern Virginia. As the seasons change, he embraces the thrill of snowboarding in the winter, carving through the snow-covered slopes.