I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Jake Murphy, FSCP, is a Financial Planner based in Philadelphia. He graduated from West Chester University, serves as a Board Member of Avery’s Hope, and enjoys basketball, golf, working out, running, reading, traveling, and trying new restaurants with his fiancée, Valerie.

Education

West Chester University of Pennsylvania (2015-2019)

Hobbies

Playing basketball, Golf, Working out, Running, Reading, Traveling, Trying new restaurants with my fiancee Valerie

Community Involvement

Board Member of Avery's Hope