Solana Beach, CA

  • Jake Fleischer, CIMA®

    Jake Fleischer, CIMA®

    Jake delivers comprehensive financial planning tailored to meet the ambitious goals of his clients. With a commitment to continuous professional development and a passion fueled by his client’s enthusiasm, Jake ensures that each financial plan is customized, data-driven and aligned with each client’s distinct financial situation.  Jake adopts a personalized approach to investment planning. He…

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