Jake Trask, CFP®, is currently an Advisory Consultant at TIAA, bringing over a decade of experience in financial services. They previously held roles such as Director and Senior Wealth Management Client Relationship Consultant within the organization, focusing on helping clients realize their retirement dreams through comprehensive financial planning. Jake earned a Bachelor of Science in Business Administration with a focus in Finance from the University of Denver, during which they spent a semester sailing around the Pacific Ocean. Residing in Denver with their spouse, Caitlin, Jake enjoys traveling internationally and spending time outdoors engaging in activities like skiing, hiking, and camping.
This person is not in the org chart
This person is not in any teams
This person is not in any offices