Jake Bossert, Cfp®

Jake Bossert, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER® | Helping Individuals & Families Financially | @ Konza Global Wealth Group
Chicago, IL, US
Jake Bossert, Cfp®'s Location
Kansas City Metropolitan Area, United States, United States
About Jake Bossert, Cfp®

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.

Jake Bossert, Cfp®'s Current Company Details
Konza Global Wealth Group

Konza Global Wealth Group

View
CERTIFIED FINANCIAL PLANNER® | Helping Individuals & Families Financially |
Chicago, IL, US
Website:
konzaglobal.com
Employees:
6
Jake Bossert, Cfp® Work Experience Details
  • Konza Global Wealth Group
    Konza Global Wealth Group
    Chicago, Il, Us
  • Konza Global Wealth Group
    Wealth Advisor
    Konza 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
  • Fortune Financial Advisors
    Wealth Advisor
    Fortune Financial Advisors Oct 2022 - Jul 2024
  • Fortune Financial Advisors
    Executive Associate
    Fortune Financial Advisors Jun 2022 - Oct 2022
  • Fortune Financial Advisors
    Wealth Management Intern
    Fortune Financial Advisors Jun 2021 - Jun 2022
  • Usssa
    Umpire
    Usssa Jan 2015 - May 2021
    Melbourne, Florida, Us

Jake Bossert, Cfp® Education Details

  • University Of Missouri Trulaske College Of Business
    University Of Missouri Trulaske College Of Business
    Finance 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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