Jake Preston

About Jake Preston

I am the Director of Financial Planning at Beacon Wealth Consultants. In this role, I oversee all aspects of financial planning for the company, support advisors with financial planning and LightPoint Portfolios enrollment, and serve individuals and families with faith-based investing solutions and comprehensive financial planning.Prior to joining Beacon Wealth full-time, I graduated magna cum laude from Liberty University with a bachelor’s degree in Financial Planning along with minor degrees in Theology and Biblical Studies. I am a CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor®.A native of Salem, Virginia, I currently reside in Salem with my wife, Victoria. We are members of Fellowship Community Church where I serve as an elder and member of the preaching/teaching team. I also lead the Institute, a program for biblical and theological education, and Victoria serves in the church’s ministry to those with special needs and as a Stephen Minister. In my spare time, I enjoy reading, playing golf and pickleball, and traveling with friends and family.I am passionate about the intersection of values and money. I feel called to help followers of Jesus invest faithfully and plan for kingdom impact and equip other advisors to do the same.Financial Planning and Advisory services offered through Beacon Wealth Consultants, Inc, an Investment Adviser registered with the U.S. Securities and Exchange Commission.

Experience

1. Director of Financial Planning

   Beacon Wealth Consultants, Inc

   Oct 2022 — Present

Education

• Liberty University

  Bachelors, Financial Planning and Services

  2016 — 2020

• Salem High School

  High School Diploma

  2012 — 2016