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Trainer Bio

Jake Milder, CFP®, ChFC®

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:

  • Feel more secure and confident about their financial future (and their family’s future)
  • Save thousands of dollars by transitioning from high-cost to low-cost investments
  • Allocate income in order to maximize tax savings
  • Form a more strategic student loan payoff plan
  • Evaluate the right retirement plan for themselves or small business
  • Determine how much to save and where to save it

...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.