Jake Greenberg
Managing Director at Pure Financial Advisors, LLC
- Role
- Managing Director at Pure Financial Advisors, Llc
- Location
- Brea, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Director
Jun 2017 — Present
Education
California State University-Fullerton
Bachelor's degree
Skills
- Marketing
- Investments
- Asset Allocation
- Risk Management
- Finance
- Asset Management
- Business Development
- Wealth Management
- Retirement
- Strategic Financial Planning
- Financial Planners
- Financial Goals
- Securities
- Comprehensive Financial Planning
- Estate Planning
- Investment Advisory
- Tax Analysis
- Retirement Planning
- Portfolio Management
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