Jake Crandall (CFP®, CPA)
Jake Crandall focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Entrepreneurs
- High Net Worth Client Needs
- Tax Planning
- Baby Boomers
- Business Owners
- Charitable Giving
- Entrepreneurs
- High Net Worth Client Needs
- Tax Planning
Planning Specialties
Jake is a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant who specializes in high-net-worth families through retirement. He develops in-depth financial plans that address tax optimization, while balancing the need for liquidity in addition to saving for long-term goals.
In addition to his professional duties, Jake has served on the Advisory Board for the Baylor University Accounting Program and currently serves on the State Fair of Texas Chairman’s Taskforce. Jake earned his Bachelor of Business Administration in Accounting and Master of Accountancy degrees from Baylor University. He and his wife, Maddie, have been happily married for 9 years and are proud parents of their three young children.
NAPFA Start Date
November 22, 2024
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