Jake Elm, CFP

South Jordan, Utah

Jake Elm is a certified financial planner and a graduate of Utah Valley University’s nationally ranked Bachelor of Science in Personal Financial Planning program. As a financial advisor at Dentist Advisors, he provides dentists with fiduciary guidance related to investments, debt, savings, taxes and insurance. Since joining the company in 2018, Elm has been instrumental in improving its Elements® and investment management processes. He is also the author of a popular weekly blog, “Money Talks.”

Presentation(s):

• TBWG2 - How Much Money Do I Need to Retire?

  Thursday, July 20, 2023
  12:00 PM – 1:00 PM PDT