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®

Finance Professional | Content Creator (330,000+ following) | Actively seeking job opportunities

I help founders and executives create engaging content on LinkedIn to build a strong network that interests potential clients, generates a pipeline of high-quality leads. 

My strategy focuses on expanding your network, while pushing 3 posts out per week to your existing audience. Our entire purpose is to stay top of mind. 

Results include, but are not limited to:
- Inbound DMs from prospects
- Invitations to speak at conferences 
- Attracting top talent
- Building personal network 

I provide the following services:
- content creation
- social media management
- creative strategy
- sales AI automation
- copywriting

If you're interested in learning more, shoot me a DM!

Skills: relationship management, community management, content creation, content strategy, and more.

Kunal Pathade

taplio

The Battle

Jake Heisler, CFP®

Kunal Pathade

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