Jake Crawford
Financial Planner
Jake serves as a Private Wealth Manager and Financial Planner, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Jake offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Jake served as a financial advisor and a senior portfolio manager at a diversified financial services firm.
Jake holds a Bachelor of Science degree in health sciences from Boise State University, where he graduated summa cum laude, and a Doctorate of Physical Therapy degree from Midwestern University.
Jake and his wife, Katie, have two children: Casey and Jones. In his spare time, Jake enjoys golfing, skiing/snowboarding, hunting and chasing his two boys around. Prior to working in finance, Jake enjoyed a career as a physical therapist.
Articles by Jake Crawford
*See all Creative Planning disclosures and sources.
