Cfp® Jake Asplundh

Jake Asplundh is an experienced wealth management and financial services professional, well-versed in the art of delivering results in complex business environments. With a Bachelor of Arts degree in Economics from Gettysburg College and an MA in Management from Wake Forest University's Babcock Graduate School of Management, Asplundh has honed his skills over the years. He brings a consistent track record of results to the table and is now looking to expand his knowledge of the financial planning world while helping clients better achieve their financial goals in life. As a former Financial Advisor and Institutional Participant Education Advisor at Greenspring Wealth Management, Asplundh has demonstrated his expertise in the field. He was also an Associate Investment Advisor at PNC, an Associate Client Advisor at Deutsche Bank, and a Management Trainee under the EDGE Rotational Program at Resurgent Capital Services. His experience in the industry extends further, as he previously worked as a Student Consultant at BB&T, Wake Forest University, and Merrill Lynch. His Global Wealth Management Platform Externship at SEI Investments is a testament to his versatility and range of knowledge. Now serving as a Financial Advisor at Passive Capital Management, LLC, Jake Asplundh is dedicated to helping clients achieve their financial goals.