Jake Willis Email & Phone Number

I have been in the financial services industry for over ten years and am well versed in the perspectives of financial professionals having been an advisor myself. I specialize in finding creative solutions that help address “problems to solve, not products to sell.” My ability to simplify ideas and present them in a style that is both clear and compelling has helped me become a requested speaker at both financial professional and client events.My have two children, Evelyn and Tyler and I reside in Huntington Beach, CA.Securities offered through Touchstone Securities, Inc., member FINRA/SIPC, a member of Western & Southern Financial Group, Inc. (“WSFG”). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Touchstone Securities, Inc. and have not been reviewed or verified by Touchstone Securities, Inc. as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties.