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New York NY, 10018
212-625-1200
Jake Turner, CFP®
Tax Advisor
“I have been a big fan of the content that everyone at RWM creates and puts out into the world for many years. In fact, they were unknowingly partially responsible for a decision to make a mid-career pivot into financial and tax planning. Then a move to the northeast for my wife’s career suddenly had me thinking about the possibility of exploring opportunities at RWM. After some great conversations with a few talented people on the RWM team whose content I had been reading and listening to for years, the decision was simple.”
“I am most looking forward to being surrounded by talented people and great clients on a daily basis. I thrive in team environments and challenging work and I can’t wait to learn from everyone here and contribute to the overall mission that RWM delivers to clients.”
“I really enjoy exploring new parts of the globe with my wife, Katie. We recently moved to the great state of New Jersey, and live just outside of NYC, so there is much to explore around here and it usually revolves around food. I also enjoy running, playing golf, movies, and listening to live music. So if I’m not working, there’s a good chance I’m doing one of these things.”
University of Idaho, Exercise Science
CFP® EA
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