Jake Weatherford
CFP®
Castlepoint Wealth Advisors
Partner & Wealth Advisor
Jake Weatherford
CFP®
Castlepoint Wealth Advisors
Partner & Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jake Weatherford, CFP®
Fee-Only financial planner located in Oklahoma City, OK, serving clients locally and across the country
Meet Jake Weatherford
Jake Weatherford serves as a Wealth Advisor and is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.
Jake earned a Bachelor of Business Administration from Oklahoma State University. He also holds an MBA in financial planning and attained the Certified Financial Planner ™ (CFP®) designation. While at Oklahoma State he was the recipient of the General Honors Award.
Jake’s desire to help people attracted him to the wealth management industry. He is a current member of Oklahoma City Downtown club, enjoys serving at Life Church, Edmond Mobile Meals and Habitat for Humanity. He also serves as a Division I and II college football official. He is passionate about his job, football officiating, and serving in the community. Jake strives to uphold the integrity of the game, every time he steps onto the field.
Jake Weatherford is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Jake Weatherford is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jake Weatherford
Office Locations:
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9112 N Kelley Ave
Suite b-2
Oklahoma City, OK 73120
