Jake Northrup (Certified Student Loan Professional, CFA®, CFP®)

Jake Northrup focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Some of our financial planning specialties include:

  • Bring relief to your student loans
  • Prioritize and automate your cash flow to balance paying down debt, investing and spending on yourself
  • Help newlyweds navigate how to combine their finances
  • Optimize employee benefits and employer-sponsored retirement plans
  • Analyze stock options and restricted stock
  • Design a plan to pay for your children's education

Additional Information

Our clients may be at different stages of their life, but they all buy into our core beliefs.

  • Don't build your savings without building your life
  • The substance of life is through experiences
  • More money ≠ more happiness
  • Challenge the status quo
  • Build optionality into your financial plan
  • The most important financial decisions occur in your 30s and 40s

NAPFA Start Date

November 06, 2019


This Office

129 Hope St Apt 2 Bristol, RI 02809-2089 Phone: (978) 844-4134