Jake Bossert, Cfp® Email and Phone Number
As a Next-Gen Wealth Advisor, I help individuals and families achieve their financial goals and prepare for the future. I specialize in comprehensive wealth solutions, private wealth, tax planning strategies, retirement planning, saving for college, inheritances, and leaving a legacy. I have a BBA in Finance and Financial Management Services from the University of Missouri Trulaske College of Business, where I also earned an Investments Certificate. I'm a CFP® professional, completed Boston University's Financial Planning Program, and hold the series 65 license.I am passionate about guiding my clients financially and building long-lasting relationships. I also enjoy networking with other professionals in all sectors to get a glimpse in their industries. Outside of my professional career, my hobbies include travel, golf, and reading.The information posted on my page is for general information only and is not intended to provide specific recommendations.
Konza Global Wealth Group
View- Website:
- konzaglobal.com
- Employees:
- 6
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Konza Global Wealth GroupChicago, Il, Us -
Wealth AdvisorKonza Global Wealth Group Aug 2024 - Present-Investment Management-Financial Planning-Retirement Planning-Tax Planning Strategies-Equity compensation planning-Business Solutions -Saving for College-Inheritances-Leaving a Legacy -
Wealth AdvisorFortune Financial Advisors Oct 2022 - Jul 2024
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Executive AssociateFortune Financial Advisors Jun 2022 - Oct 2022
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Wealth Management InternFortune Financial Advisors Jun 2021 - Jun 2022
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UmpireUsssa Jan 2015 - May 2021Melbourne, Florida, Us
Jake Bossert, Cfp® Education Details
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University Of Missouri Trulaske College Of BusinessFinance And Financial Management Services
Frequently Asked Questions about Jake Bossert, Cfp®
What company does Jake Bossert, Cfp® work for?
Jake Bossert, Cfp® works for Konza Global Wealth Group
What is Jake Bossert, Cfp®'s role at the current company?
Jake Bossert, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER® | Helping Individuals & Families Financially |.
What schools did Jake Bossert, Cfp® attend?
Jake Bossert, Cfp® attended University Of Missouri Trulaske College Of Business.
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