As a Financial Advisor at L&M, Jake will be working with his father and mentor Robert Rosen, providing investment and financial planning services to his clients. Jake’s business focus is to help his clients make the most of their financial situation. Jake hopes to help his clients make the most of what they have through a complete financial plan. His goal is to not only help grow his client’s assets but also increase their understanding of their finances. Jake has a firm belief that the more educated and informed he makes his clients, the happier they will be. He wants his planning to encompasses all aspects of his client’s financial life. If Jake can help them feel comfortable in their finances, he believes they will be more comfortable in their overall life.
Education: Bachelor of Arts in Economics and Finance, State University of New York College at Buffalo (SUNY Buffalo State)
Hobbies: Hockey, Golf
What I Like Most About What I Do: My favorite part of what I do is my ability to have an impact on my client’s life. My goal with every client is to help add value to their life. I want the client to know that no matter what, I will do whatever is possible to put them in the best financial situation. I like being able to be there for a client whenever they need. I pride myself on availability. No matter the day or time I want my clients to know that they can always call me and have someone to talk to, no matter what the issue may be. Nothing brings me more joy than being able to help people and I am lucky that my job allows me to do this every day.
What Inspires Me: I’m inspired every day by the process of becoming the best version of myself. Whether it’s as an advisor, hockey coach, brother or son I want to take steps every day towards improvement. My whole life I have been committed to making myself better. I take this approach to everything I do. I seek out ways to constantly improve. Having the opportunity to be a better version of myself is what gets me out of bed every day.