Jake Asplundh, CFP®

Jake Asplundh, CFP® is an experienced wealth management and financial services professional who serves as the Owner/Financial Advisor at Passive Capital Management, LLC.13 As a Certified Financial Planner (CFP®), he specializes in providing comprehensive financial planning services to his clients.

Professional Background

Jake Asplundh has a strong background in the financial industry, with expertise in various aspects of wealth management. He is well-versed in delivering results in complex business environments and focuses on empowering discerning investors with meticulous, strategic wealth management that aligns with their unique aspirations.6

Education

Asplundh attended Gettysburg College, where he likely gained foundational knowledge in finance and economics.1 He has also mentioned being taught by Professor Malkiel in a 1993 Corporate Finance class, indicating a long-standing interest and education in financial matters.5

Recent Activities

Jake Asplundh has been actively engaged in various professional activities:

1. Website Update: In September 2024, he announced the launch of a newly redesigned website for Passive Capital Management, LLC, which provides detailed information on their financial planning, tax, and estate services.2

2. Educational Content: He regularly shares insights on financial planning and passive investing through his LinkedIn posts. For instance, he recently discussed the impact of high investment fees on retirement savings.4

3. Team Growth: In April 2024, Asplundh welcomed Melaney to Passive Capital Management, highlighting the firm's mission to provide strategic wealth management.6

Investment Philosophy

Jake Asplundh appears to be an advocate for passive investing strategies. He has referenced Professor Malkiel's investment principles, suggesting that he believes in long-term, diversified investment approaches rather than active trading.5 This aligns with the name of his firm, Passive Capital Management, LLC.

In summary, Jake Asplundh is a seasoned financial professional who combines his expertise as a Certified Financial Planner with a focus on passive investment strategies to provide comprehensive wealth management services to his clients.