Jake Wasko, CFP^®

Designations and licenses

Jake holds the CERTIFIED FINANCIAL PLANNER™ designation.

Experience and education

Jake provides customized planning by identifying and providing wealth solutions based on a client’s specific needs and objectives.

Prior to joining Mariner, he worked as a client service associate for Zhang Financial.

Jake holds a bachelor’s degree in business from Kalamazoo College.

Personal interests

Jake enjoys golfing and swimming and is an avid fan of the Detroit Lions.

Jake’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.