Jake Buckwalter

Financial Advisor at Whitaker-Myers Wealth Managers

Jake Buckwalter has extensive experience in the financial services industry, currently serving as a Financial Advisor at Whitaker-Myers Wealth Managers since December 2020. Prior to this role, Jake was an Investment Advisor at Whitcomb & Hess, Inc. from August 2017 to December 2020 and worked as a Financial Associate specializing in retirement and benefits at Fidelity Investments from April 2014 to December 2020. Jake's focus includes financial planning for high-net-worth 401(k) customers approaching retirement, with an emphasis on personalized investment, tax, income, and consolidation strategies. Additionally, Jake has experience as a Track and Field Coach at Tiffin University and completed an internship at Luk USA. Educationally, Jake holds a Bachelor's degree and a Bachelor of Business Administration in Finance from Tiffin University, earned between 2009 and 2013.

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