Jake Abrahamse
Senior Financial Planner at Elwood & Goetz
- Role
- Senior Financial Planner at Elwood & Goetz Wealth Advisory Group
- Location
- Athens, GA, US
- LinkedIn followers
- 500 followers
About Jake Abrahamse
As a CERTIFIED FINANCIAL PLANNER™ professional, I am passionate & dedicated about helping people achieve their financial goals and improve their well-being. I have gained valuable experience in the financial services industry through volunteering, participating in competitions, and working as an Associate Financial Planner at Elwood & Goetz Wealth Advisory Group since January 2022.At Elwood & Goetz, I work with a team of experienced advisors to provide comprehensive and customized financial planning and wealth management services to over 100 client households. I handle the meeting preparation, follow-up and operations tasks for 3-4 meetings per week, as well as respond to client emails & requests on an ongoing basis. I have developed strong financial planning skills, including budgeting, cash flow analysis, retirement planning, tax planning, and investment management. I also excel at interpersonal communication, client service, and teamwork, as I strive to build and maintain positive and lasting relationships with each client and colleague. I am always eager to learn new ways to enhance the quality and efficiency of our services, and to contribute to the growth and success of our firm.
Experience
Senior Financial Planner
Elwood & Goetz Wealth Advisory Group
Nov 2024 — Present · Athens, GA, US
Education
University of Georgia Financial Planning
Bachelor's degree, Financial Planning
2017
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