One Bala Plaza
As the owner and Chief Executive Officer of Haddon Planning Group, Jake brings over 27 years of experience as a Registered Investment Advisor. Jake is a national spokesperson / trainer for essential company initiatives, has a strong passion for helping others and is active in the community. He helps his clients achieve their financial planning goals by providing advice on Investment and Insurance Planning as well as Retirement and Estate Planning. He takes a holistic approach to investing through a complete understanding of client’s goals, lifestyle, and risk tolerance.
Jake, his wife and two children reside in Wynnewood, PA. Jake is a former triathlete, Iron Man & Boston Marathon participant and US National Team member for Philadelphia’s Dragon Boat Team. Currently, he is training with the Fairmont Rowing Association out of Historic Boathouse Row in Philadelphia.