Jake Scarminach, CFP^®

As a trusted financial planner, Jake is passionate about helping individuals and families achieve their financial goals through personalized strategies, expert guidance, and a focus on long-term success. With a client-centered approach, Jake combines his technical expertise with a deep understanding of personal finance to navigate even the most complex financial situations. Whether you're aiming to grow your wealth, safeguard your assets, or plan for the future, Jake partners with you to create a tailored roadmap that aligns with your unique needs and aspirations.

Jake holds a Bachelor’s Degree in Business Administration with a Minor in Economics, along with his NASAA Series 66 license. He is a Certified Financial Fiduciary® and a CERTIFIED FINANCIAL PLANNER™ (CFP®), demonstrating his commitment to providing trustworthy and comprehensive financial advice.

Jake and his wife, Jamie, are excited to welcome a baby boy in March 2025. A proud resident of West Linn, Jake enjoys spending his free time outdoors, whether it’s riding bikes with Jamie, hitting the tennis courts, playing a round of golf, or winning another Lake Oswego Softball Championship with his close friends.