Team

Jake Storsberg

CPFA | Associate Advisor, Retirement Plans

Enthusiastic, passionate, and committed to helping individuals take the necessary steps towards achieving a successful retirement.

Passionate Retirement Plan Expert.

Helps facilitate employee education programs and plan reviews with plan sponsors. Supports the day-to-day management of existing client relationships within the Strategic Retirement Plan Team, assisting the lead and senior advisors daily.

Jake joined the Strategic Retirement Plan team in 2022. As an associate advisor, he supports the day-to-day management of existing client relationships within the Strategic Retirement Plan Team, assisting the lead and senior advisors daily. Jake schedules, coordinates, and implements employee education programs for Strategic Plan Sponsors. Additionally, he fields participant questions regarding their financial well-being while helping them to navigate their recordkeeping technology platforms.

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Education

Series 65 Licensed Professional
Master’s in Business Administration, Candidate, Joseph A. Salerno School of Business
Bachelor of Science, Accounting & Corporate Finance, St. John Fisher University

Beneath the Surface

Claim to Fame

Used to be a real life “Jake from State Farm”, not the “fake” one on the commercial.

Enjoys

Enjoys traveling, collecting sports cards, watching sports, and attempting to play golf. Avid supporter of the Denver Nuggets.

Family

Jake lives with his fiancée Ally, has two sisters and two dogs.

You can be mad about what’s happened to you, or happy about what hasn’t.
Anonymous