Jake Moller, CFP®

Financial Planning Associate | jmoller@bewinvest.com

What Do You Love Most About Being Part of Burton Enright welch?

Working collaboratively with intelligent people who put their clients first and have an enthusiasm for life.

What quality of yours makes you best-Suited to what you do?

Being a good listener. Listening is critical to developing good relationships and understanding the people in your life. Being a financial planner requires understanding your clients, and my ability to listen and ask good questions allows me to develop personalized financial plans and communicate effectively with people.

What do you enjoy most about Financial Planning?

Building positive relationships and helping guide people through difficult times to maintain their focus on what needs to be done today to achieve their long-term financial goals. The greatest joy for me comes from helping people sleep easier knowing they are making good financial decisions.

what professional accomplishment are you most proud of?

Becoming a CFP® professional.

What do you love to do outside of work?

Watch and play sports, read, travel, explore the Bay Area, spend time with friends and family, and constantly try new things.

What personal accomplishment are you most proud of?

Going skydiving with my mom in New Zealand. I’ve always been scared of heights, but had to overcome my fear when my mom asked me to jump out of an airplane with her in the beautiful city of Queenstown.

What is your favorite quote?

"Chains of habit are too light to be felt until they are too heavy to be broken."

-Warren Buffett

Education & Accreditations?

  • Macquarie University
    • B.B.A. Business Administration, 2011
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)