Jake Withnell, CPA, CFP®

Jake Withnell is a financial advisor at JGP Wealth Management, an independent, fee-based financial advisory firm located in Portland, Oregon. He holds both the CPA (Certified Public Accountant) and CFP® (Certified Financial Planner) designations, which highlight his expertise in financial planning and accounting.

Professional Background

• Education: Jake is a graduate of Eastern Washington University.
• Specialization: He focuses on serving a diverse clientele, including business owners, Nike executives, and retirees, helping them navigate their financial decisions and retirement planning.

Roles and Contributions

• At JGP Wealth Management, Jake is dedicated to empowering clients to make informed financial choices.
• He actively shares insights and articles related to financial planning on LinkedIn, contributing to discussions on wealth management strategies and client case studies.

Online Presence

Jake maintains a professional profile on LinkedIn under the username jake-withnell, where he shares his expertise and engages with the financial community.