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Jake Faust, Financial Advisor

FINANCIAL ADVISOR
Jake Faust

CFP®
3923 S Mcclintock Dr, Suite 406, Tempe, AZ 85282opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Employee Stock Options
  • College Savings
  • Insurance & Annuities

About Jake

"What do I do with my old 401(k)?" "I'm self-employed, how do I save for retirement?" "How do I become financially independent?"

Have these questions come across your mind? Personal finance can be a confusing and difficult topic to discuss, but it doesn't have to be. With an appropriate plan, your financial life can be a source of confidence in your life.

What is causing unease in your financial life?

What strategies would you like help in considering?

Have you put a plan together to help make sure that you are on track for your goals?

I'd be honored to help you answer those...

Work History

  • Edward JonesFebruary 2022 to Current
  • Envision RetirementJanuary 2021 to December 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Ft Lewis CollegeBachelor of Science

Personal Interests

  • Snowboarding
  • Football
  • Fishing
  • Movies & Entertainment
  • Golfing

Team Members

  • Tabitha Gilbert
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(480) 360-1267

Fax

(855) 511-8157

Office Address

3923 S Mcclintock Dr
Suite 406
Tempe, AZ 85282opens in a new window

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