Jake Richards

Retirement Income Planning Specialist

Role
Financial Panner at The Retirement Solution
Location
Bellingham, WA, US
LinkedIn followers
500 followers

About Jake Richards

I am a Financial Planner with a heart for service and a mind for strategy. From guiding…

Experience

  1. Financial Panner

    The Retirement Solution

    Aug 2025 — Present · Redmond, WA, US

Education

  • Purdue University Daniels School of Business

    Bachelor of Science - BS, Finance, General

    2019 — 2022

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Jake Richards — Financial Panner at The Retirement Solution in Bellingham, WA, US | Unifers