Jake Bartel, Cfp®, Cdfa®

Jake Bartel, Cfp®, Cdfa® Email and Phone Number

Wealth Advisor at Birchcreek Wealth Management @ Birchcreek Wealth Management
Jake Bartel, Cfp®, Cdfa®'s Location
Cincinnati, Ohio, United States, United States
Jake Bartel, Cfp®, Cdfa®'s Contact Details

Jake Bartel, Cfp®, Cdfa® work email

Jake Bartel, Cfp®, Cdfa® personal email

n/a
About Jake Bartel, Cfp®, Cdfa®

I grew up in Kettering, Ohio and went on to study finance at The Ohio State University. Shortly after graduating, I began my career in Wealth Management. I have since greatly enjoyed helping people with their financial concerns. I obtained my CFP® designation in 2016.After spending nearly a decade with a major Wall Street firm, I joined Birchcreek Wealth Management in 2023. We are an Independent Registered Investment Advisor. Our team works to help clients on a Fiduciary and Fee-Only basis.When I'm not in the office, I like to spend time with family and friends. This often involves travel with my wife, Maggie. I also like to golf, and I run for exercise and headspace. I look forward to connecting!

Jake Bartel, Cfp®, Cdfa®'s Current Company Details
Birchcreek Wealth Management

Birchcreek Wealth Management

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Wealth Advisor at Birchcreek Wealth Management
Jake Bartel, Cfp®, Cdfa® Work Experience Details
  • Birchcreek Wealth Management
    Wealth Advisor
    Birchcreek Wealth Management Jan 2023 - Present
    Dayton, Ohio, Us
    View
  • Cincinnati Academy Of Collaborative Professionals
    Member, Treasurer
    Cincinnati Academy Of Collaborative Professionals Mar 2023 - Present
    View
  • Ubs
    Account Vice President
    Ubs Feb 2022 - Jan 2023
    Zurich, Ch
    View
  • Ubs
    Financial Advisor
    Ubs Mar 2017 - Jan 2023
    Zurich, Ch
    View
  • Ubs
    Wealth Strategy Associate
    Ubs Jan 2015 - Mar 2017
    Zurich, Ch
    View
  • Ubs
    Client Service Associate
    Ubs Feb 2014 - Dec 2014
    Zurich, Ch
    View

Jake Bartel, Cfp®, Cdfa® Education Details

  • The Ohio State University
    The Ohio State University
    Cum Laude

Frequently Asked Questions about Jake Bartel, Cfp®, Cdfa®

What company does Jake Bartel, Cfp®, Cdfa® work for?

Jake Bartel, Cfp®, Cdfa® works for Birchcreek Wealth Management

What is Jake Bartel, Cfp®, Cdfa®'s role at the current company?

Jake Bartel, Cfp®, Cdfa®'s current role is Wealth Advisor at Birchcreek Wealth Management.

What is Jake Bartel, Cfp®, Cdfa®'s email address?

Jake Bartel, Cfp®, Cdfa®'s email address is ja****@****ubs.com

What schools did Jake Bartel, Cfp®, Cdfa® attend?

Jake Bartel, Cfp®, Cdfa® attended The Ohio State University.

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