Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Modera Wealth Management

Director of Financial Planning | Wealth Manager | Principal

Parsec Financial

Sr. Financial Advisor

Manager of Financial Planning

Financial Advisor

Financial Planning Strategist

Financial Planner

RKL LLP

Wealth Advisor

Animal Rescue League of Berks County

Executive Director

Boys & Girls Clubs of America

Facilitate workshops for Boys & Girls Club professionals focusing on implementing effective measurement strategies

Deliver trainings at state and regional conferences and other learning events

National Training Associate

Olivet Boys & Girls Club

Program & Grants Administrator

Director of Teen Services

Kutztown University SBDC

Graduate Assistant

I help you get more life out of your money ⛳💰 | Financial planner for high achievers who'd rather be golfing | Author: Golfer's Guide to Money

Many successful professionals like you have spent decades building your career, providing for your family, and saving for the future. But when it comes to knowing when work can truly become optional, the answer often feels unclear. 

Without clarity, it’s easy to feel stuck. 

You wonder:

- Are we saving enough to fund our goals?
- How much can we spend now without jeopardizing our future?
- What will it look like if we stop working—and when will we get there?

This lack of confidence holds you back from fully enjoying the life you’ve worked so hard to create.

That’s where I come in.  I help professionals like you develop a comprehensive “work optional” plan tailored to your unique goals, values, and financial situation. 

Together, we’ll create a roadmap that:

- Provides clarity on your financial picture.
- Shows you how to create tax-efficient income from your investments
- Gives you the freedom to decide when and how you step away from work.

The result?  Confidence, control, and the ability to live your life fully—now and in the future.

Ready to take the guesswork out of your financial future?  Let’s connect.

---------

"Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements"

Judson Meinhart, CFP®, BFA™, CTS™

taplio

The Battle

Jake Heisler, CFP®

Judson Meinhart, CFP®, BFA™, CTS™

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?