The Dentist's Financial Advisor
Welcome! You'll find a wealth of information in the form of helpful links to other professionals, newsletter articles, calculators, research and more. Jake Jacklich, CFP® is a Financial Advisor with Waddell & Reed in Virginia Beach. My practice focuses on financial planning for select Dentists and their families.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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