Jake  Northrup,  CFP<sup>&reg;</sup> - Financial Advisor

Jake Northrup, CFP®

CFA, CSLP®

Founder and Financial Planner

Experience Your Wealth, LLC

129 Hope Street, #2
Bristol, RI 02809-2089
FINANCIAL ADVISOR'S WEBSITE
(401) 227-7881 CONNECT WITH Jake
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General

Jake Northrup is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Experience Your Wealth, LLC in Bristol, RI and the surrounding communities.

Financial Advisor Overview

Hi there! We provide virtual, fixed-fee financial planning services to travel-loving young families. We help you find the responsible balance between paying down debt, investing for the future, but also experiencing life now. The "work-until-you're-65 concept" is outdated. Don't let ancient government and IRS rules dictate how you save money and spend your time. Work longer, but doing something you love when you want, where you want and how you want in a way that financially supports your dream lifestyle. Why would you ever want to "retire" from that? This philosophy requires a creative, untraditional approach to financial planning that we are excited to bring to clients. Outsource your financial concerns to us as we guide your path to financial freedom. We offer flexible meeting times (including late at night and weekends) to accommodate your busy schedule. Check out our website to learn more about working us. Dog lovers required, travel enthusiasts encouraged!

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Financial Advisor Experience

Certified Financial Planner (CFP®) Chartered Financial Analyst (CFA) Certified Student Loan Professional (CSLP®)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified Student Loan Professional

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Employee Benefits, Mutual Funds, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family

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Helpful Financial Planning Resources