Tad Jakes (CFP®, EA)

Tad Jakes focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

NAPFA Start Date

April 17, 2023


This Office

19946 Old York Road White Hall, MD 21161 Phone: (805) 409-0250