Jake Hoffart

Jake Hoffart is an Executive Managing Director at Mod Financial since April 2021, specializing as a financial strategist in MERRIT Planning, focusing on tax-free retirement, investments, and assets, while effectively bridging gaps in mortgage, estate, real estate, retirement, insurance, and tax planning. Previously, Jake served as a Financial Professional at CalChoice Financial from August 2019 to April 2021 and worked as an Operations Supervisor at UPS from October 2015 to August 2020, overseeing daily operations in the preload process. Jake holds a Bachelor's degree in Accounting and Finance from Sacramento State College of Business, earned between 2017 and 2019.