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Contact Information

Jake Engle, CFP®

Wealth Planning and Management, LLC

As a fee-only financial planner and investment advisor, I offer advice and guidance to clients throughout the Portland Metro area. I work with people of all ages and backgrounds – from college students to CEOs and retirees. Several members of my family are current and former Nike executives as are many of my clients.

What unites my clients is their optimism and propensity to view the world through a positive lens, as well as their priority on saving and building investment assets versus spending.

My business model is similar to that of Rick Steves’ European Tours: I provide you with friendly, personal service as your financial advocate, advisor, coach and tour guide.

Life planning represents a major aspect of what I do. In other words, I go far beyond “just the numbers” to help you answer life’s Big Questions, such as what makes you the happiest. Once you know the answers, we move into a new dimension of collaboration. The result? You gain the ability to design your own Life Plan using your own answers.

Financial planning is not just my career, it’s one of my great loves in life. I believe the only solution for the challenges of this world is education and planning ahead.

My background and experience

Jake earned a Bachelor of Science in Business Economics from St. Louis University, completed the Chartered Financial Consultant (ChFC) program through the American College in Pennsylvania, and have passed the same National Association of Securities Dealer’s (NASD) exams and insurance licensing exams that stock brokers and insurance agents take to be qualified in some states. (However, we are NOT stockbrokers or insurance agents, we work for the client, not the brokerage firms.) I am regularly quoted in professional publications, including the Wall Street Journal, The Journal of Financial Planning, Morningstar, CBS Marketwatch, Research Magazine, The Seattle Times, The Real Estate Journal and others.

Outside of financial planning, I love to ski, hike, bike, and spend time reading to our 15 nieces and nephews.

Wealth Planning and Management, LLC is a Registered Investment Advisor firm in the State of Oregon. Prior to any advisory work conducted outside Oregon, Wealth Planning and Management, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Services
Investment Management
Financial Planning
Retirement Planning
Professional Designations
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
NAPFA Registered Financial Advisor
Registered Investment Advisor (RIA)
Membership & Associations
National Association of Personal Financial Advisors (NAPFA)
Additional Info
Taking new Clients
Social Links
Video

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