Jake McCracken, CFP®
Wealth Advisor | firstname.lastname@example.org
Jake is a Wealth Advisor at Equilibrium Wealth Advisors.
Throughout his decade-long career in the financial services industry, Jake has found the most fulfillment in building reliable and trust-based relationships with his clients by helping them make decisions that serve both their present and future lives. By understanding the values and goals that are most important to each client, Jake seeks to tailor a financial plan that is customized to each client’s unique circumstances and priorities.
Jake joined EWA because of the values and vision shared by the entire team for serving the sophisticated needs of their clients. Jake believes wholeheartedly that together with the team at EWA, greater customization of financial plans and creativity for client solutions will be achieved.
Jake is a CERTIFIED FINANCIAL PLANNER™ and he holds the Series 66 license and completed the Executive Certificate in Financial Planning from Duquesne University. Jake graduated Magna Cum Laude from Geneva College with a Bachelor of Science degree in business administration with a concentration in finance. He played collegiate soccer while attending Geneva College.
Residing in Beaver with his wife Brianna and daughters Brinley, Reese and Mayla, Jake enjoys spending time with his family, sports and traveling. He also serves as a deacon at his local church.
Clients may be surprised to know that Jake can’t successfully grow a beard (even in his 30s!), he still puts sugar in his coffee, and he loves a good powder turn in the Rocky Mountains.