Jake Dukart

Tax-Advantaged Retirement Income • Life & Disability Insurance • Business Succession • Estate Planning

Role
Financial Services at Higginbotham
Location
Huntington Beach, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jake Dukart

I help individuals and business owners protect what they’ve built while planning more strategically for taxes, growth, and long-term income.Much of my work focuses on using insurance as an integrated planning tool—not just for protection, but to support tax efficiency, market participation, and retirement income within a broader financial plan.If you’re looking to solve more than one problem at a time and want a coordinated approach, let’s connect.

Experience

  1. Financial Services

    Higginbotham

    Oct 2025 — Present · US

Education

  • Oregon State University

    Bachelor of Science - BS, Business Management

    2018 — 2022

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