Jake Buckwalter is a Financial Advisor based in the Wooster office of Bluespring Wealth – River Valley, where he focuses on financial planning and investment management. He takes a long view of client relationships and enjoys helping people make steady progress toward their financial goals.
Jake has nine years of industry experience. He began at Fidelity Investments and later worked at another local registered investment advisory firm before joining Whitaker-Myers Wealth Managers.
Jake earned his degree in business finance from Tiffin University and is working toward the CFP® designation. He is drawn to the planning process, especially the work of uncovering both the needs clients state and the ones they may not have put into words yet. He also follows the financial markets closely and is intrigued by the opportunities they present each day.
Jake spends his free time on the golf course, on the soccer field, and outdoors with family and friends. Home includes an Aussiedoodle named Hunter, and Jake attends Oaks Church in Wooster.