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®

Allied Mortgage Group Inc.

Business Development Officer

AnnieMac Home Mortgage

Loan Originator

Evesham Mortgage

Regional Sales Manager

E Mortgage

Branch Manager

Gateway Funding

Managed a large branch with an average of over 14 million per month in volume.

Agency Mortgage

I was an owner of a mid size Mortgage Banking company with nearly 100 employees and annual sales volume of 300-400 million.

Owner

Samuel Corona Jr.

taplio

The Battle

Jake Heisler, CFP®

Samuel Corona Jr.

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