Jake Milder is a Denver-based investment advisor, Certified Financial Planner™, Chartered Financial Consultant, and the founder of his own financial planning and investment management firm with a mission to help clients clarify, plan for, and achieve their financial goals.
Jake provides workshops and keynotes about industry-specific topics to help educate attendees about wealth management, financial planning, and smart investing.
His topics help his audiences understand how they can:
...and many more.
Jake's presentations are not only educational but fun and engaging. He enjoys sharing his "wealth" of knowledge that he has gained over his 15+ years of experience in the financial services industry.