Jake Lafond

Jake Lafond Email and Phone Number

Financial Services Professional with Mass Mutual Northern California @ MassMutual
Roseville, CA, US
Jake Lafond's Location
Greater Sacramento, United States
Jake Lafond's Contact Details
About Jake Lafond

As a Wealth Management Advisor, I walk along side my clients as my team and I guide and educate clients through their financial lives, making sense of their money and helping them achieve their personal and professional goals. With over 12 years of experience in the financial services industry, I have developed a strong reputation as a top ranked advisor locally and nationally, specializing in retirement planning, wealth management, and tax strategies.We specialize in working with those who have saved and accumulated their retirement savings and want to figure out how to transition into retirement. Addressing areas such as social security, Medicare, taxes, required distributions, wills/trust, legacy, multi-generational wealth transfer, and much more.

Jake Lafond's Current Company Details
MassMutual

Massmutual

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Financial Services Professional with Mass Mutual Northern California
Roseville, CA, US
Website:
massmutual.com
Employees:
12885
Jake Lafond Work Experience Details
  • Massmutual
    Financial Services Professional With Mass Mutual Northern California
    Massmutual
    Roseville, Ca, Us
    View
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jun 2011 - Present
    Sacramento/Roseville
    Guiding and educating clients through their financial lives, making sense of their money. We focus on growing wealth to achieve personal and professional goals and getting those dollars back in their pocket most tax efficiently. We are considered our clients most trusted advisor, as we coordinate with their attorney's and CPA to ensure a complete plan is executed. We deliver an experience that allows our clients to focus more on what they enjoy, and worry about money less.
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  • Northwestern Mutual
    Growth And Development Director
    Northwestern Mutual Jan 2019 - Present
    Sacramento, California, United States
    Attract and develop sharp and motivated professionals to expand the impact on our communities .
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  • Northwestern Mutual
    College Unit Director
    Northwestern Mutual Oct 2012 - Jan 2019
    Sacramento, California Area
    As a top 10 internship oppportunity, my role is to find, develop and mentor some of the areas finest students to have a hands-on experiance as a representative for Northwestern Mutual, where students learn real world experience of building a financial services cleintele.
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  • Jpmorgan Chase
    Personal Banker
    Jpmorgan Chase 2010 - 2011
    Citrus Heights, Ca
    Consulted clients on the topics of personal finance needs, as well as consulted business owners on their needs.
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  • Wells Fargo
    Personal Banker
    Wells Fargo 2008 - 2009
    Roseville, Ca
    Consulted clients on the topics of personal finance needs, as well as worked with business owners on their business needs.
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  • U.S. Bank
    Personal Banker
    U.S. Bank 2008 - 2009
    Rohnert Park, Ca
    Consulted clients on the personal/business banking needs, leveraging partners such as wealth management, personal client services.
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  • Lincoln Finance Advisors
    Director Of Internship
    Lincoln Finance Advisors 2007 - 2008
    Sacramento/Santa Rosa
    Assisted a team of advisors between Sacramento, CA and Santa Rosa, CA. Helped develop the internship program as well as oversee other interns.
  • Wells Fargo
    Teller/Supervisor/Personal Banker
    Wells Fargo 2005 - 2007
    Lincoln, California
    Assisted clientele with day to day transactions, after a quick promotion to supervisor of the teller line, then to a personal banker position, consulting clients on the personal/business banking needs, leveraging partners such as wealth management, personal client services.

Jake Lafond Skills

Retirement Planning Wealth Management Leadership Public Speaking Time Management Training Small Business Entrepreneurship Finance Coaching Mutual Funds Financial Planning Investments Financial Education Risk Management Recruiting Strategic Financial Planning Critical Thinking Motivational Leadership Development Fixed Annuities Financial Advisory Financial Services Retirement Tax Efficiency Interpersonal Communication Abilities Credit Strategic Consulting Strategic Marketing Marketing Strategy Effective Listener Dependable Team Player Integrity

Frequently Asked Questions about Jake Lafond

What company does Jake Lafond work for?

Jake Lafond works for Massmutual

What is Jake Lafond's role at the current company?

Jake Lafond's current role is Financial Services Professional with Mass Mutual Northern California.

What is Jake Lafond's email address?

Jake Lafond's email address is jl****@****hoo.com

What are some of Jake Lafond's interests?

Jake Lafond has interest in Traveling, Golf, World Missions, Management And Leadership Training.

What skills is Jake Lafond known for?

Jake Lafond has skills like Retirement Planning, Wealth Management, Leadership, Public Speaking, Time Management, Training, Small Business, Entrepreneurship, Finance, Coaching, Mutual Funds, Financial Planning.

Who are Jake Lafond's colleagues?

Jake Lafond's colleagues are James Accarino, Stephanie Kniskern, Taryn Cassanelli, Andy Cintron, R. Garcia, Carolann Denicola, Alison Wynn.

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