Jake Taylor, CFP®
Financial Advisor
Jake is an advisor at Aspen Capital Management dedicated to helping clients achieve their financial and life goals by building customized investment portfolios and financial plans. He believes that while investing is simple, it isn’t easy, and this drives his passion for working with clients to build low-cost, diversified portfolios that align with each individual’s risk and return goals.
As a Certified Financial Planner™, Jake not only enjoys serving clients with complex financial planning and investment management needs, but is also knowledgeable in areas such as tax, insurance, and estate planning. Jake is passionate about assisting clients on a variety of topics such as generating tax-efficient income, stock compensation and pension planning, and maximizing the unique benefits available to small business owners.
Jake previously worked for Clearwater Analytics, a software company assisting large financial institutions and private wealth managers in optimizing their investment portfolio and reporting solutions. Prior to his professional career, Jake attended Boise State University. He graduated Magna Cum Laude with a degree in Finance and Entrepreneurship.
Originally from Lake Tapps, Washington, Jake has lived in Idaho since attending Boise State University. He is passionate about health and fitness, and you’ll often find him at the gym or on the basketball court. He loves Boise for its great downtown, restaurants, and outdoor activities, from skiing in the winter to camping in the summers. When he’s not working, Jake enjoys spending time and travelling with family and friends.
To contact Jake, email jake@aspencapitalmgmt.com or click HERE