Jake Shuman had been gaining experience in the financial planning profession for a year and a half when he became part of the EP Wealth Advisors family in 2022. Jake previously served as a Financial Planning Associate at Clarfeld Citizens Private Wealth, and currently is working toward the hourly experience requirement to complete his accreditation as a CERTIFIED FINANCIAL PLANNER™, having already passed the CFP® examination. He loves getting the chance to help people understand and reach their objectives—whether those goals are financial or involve other parts of their lives. Jake recognizes that every situation is unique, and finding the best path forward for each individual or family is what excites him each and every day. Before embarking on his wealth management career, Jake found satisfaction in the many challenges of golf, which he played competitively in college at Duke, and then for three years on the PGA TOUR Canada/Latin America. He continues to compete on the national amateur golf stage, and works with the Massachusetts Golf Association and First Tee of Massachusetts at clinics that teach America's youth about golf and the life lessons the sport can provide. When he’s not playing in golf events, Jake and his girlfriend are trying all the new restaurants Boston and Cape Cod have to offer.

Education

Duke University, B.A. in Sociology, Certificate in Markets & Management