Jake Enrico
Financial Representative | Tax Preparer | Helping individuals accomplish their financial goals
- Role
- Financial Representative at WestPac Wealth Partners
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jake Enrico
Growing up, the one thing I always knew I wanted out of my career was to positively impact people in my life. I never knew what field would provide the fulfillment and importance of helping others. When I learned about the possibilities of what the financial services world has to offer, I quickly found an immense amount of passion for the field. The ability to create genuine relationships while helping people achieve their financial goals is what pushes me to continuously grow in this industry.
Experience
Financial Representative
Sep 2023 — Present · San Diego, CA, US
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.| CA Insurance License Number: 43•••52Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Education
Dos Pueblos Senior High School
Graduated with 4.2 GPA.
2014 — 2018
San Diego State University
Journalism/Finance, 3.5 GPA
2020 — 2023
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