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®

Moisand Fitzgerald Tamayo, LLC

Sr. Financial Advisor

Amarillo National Bank

Vice President & Investment Officer

Bank of America

Banking Center Manager

Morgan Stanley

Financial Advisor

Living and working on Florida's "Space Coast," many of my clients are literally rocket scientists! My team and I specialize in financial planning and wealth management for all types of professionals working in and retiring from the aerospace and defense industries. We are fee-only planners, never sell any products, and serve our clients as fiduciaries in ALL aspects of the relationship.

DJ Hunt, CFP®

taplio

The Battle

Jake Heisler, CFP®

DJ Hunt, CFP®

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