Jake Moller, CFP®

Family Wealth Manager

  • Why did you join TFO Phoenix?

TFO Phoenix was the perfect fit for me because I believe that the company and our people truly care about our clients and that emanates throughout our culture. Additionally, having the opportunity to work closely with a team of tax and wealth advisors provides a tremendous opportunity for collaboration and growth.

  • What path led you to wealth management?

I had a front row seat to the world of wealth management growing up, as my father started his own investment advisory when I was three years old. My dad has always had a great love for sports and markets. Admittedly, I was more drawn to sports growing up, but I’m happy to say he passed both of those on to me. Markets and investing were common topics of conversation in my family. My dad was teaching me Warren Buffett quotes by the time I was 10 years old. After I eventually gave up on my dream of playing in the NBA, I knew I wanted to pursue a career in wealth management.

  • What most excites you about your work? 

There are two things that excite me most about my work: Personal relationships and putting the financial puzzle together. The best part of this job is developing deep relationships with clients and helping them achieve their financial goals. To do that, I get to spend my days developing customized strategies to match our clients’ financial goals and resources with the everchanging landscape of investments, tax, and estate planning.

  • Education and accreditations

National Association for Personal Financial Advisors (NAPFA)- Registered Financial Advisor
Series 65 License
B.B.A., Business Administration, Sport Management, Macquarie University

  • What do you enjoy most about your role at TFO Phoenix? 

The best part of my role at TFO Phoenix is working with an esteemed team of professionals with the common goal of helping individuals and families.

  • What has been your most rewarding career experience? 

The opportunity to work with families of all shapes and sizes to help them gain clarity, peace of mind, and organization of their financial worlds.

  • What personal accomplishments are you most proud of? 

My proudest accomplishments are becoming a husband and father. My family means everything to me, and nothing makes me prouder than reflecting on the family I have, and the relationships we continue to build.

  •  Why should families connect wealth and purpose? 

The terms “successful” and “wealthy” are often used interchangeably. While there are plenty of parallels between the two terms, I don’t think it’s appropriate to define yourself as “successful” without having defined the purpose of your wealth. Success looks and feels different to different people. When families understand the underlying “why”, it allows them to focus on the right things during the inevitable ups and downs that life and financial markets provide. By clearly defining the purpose, families can disconnect from their financial resources to reconnect with the purpose of their wealth. Wealth is a means to an end, not the end itself.

  • What are some of your biggest influences?

My wife, Ashley, is my biggest influence. Her ability to constantly show people how much she cares about them never ceases to amaze me. I am eternally grateful that I get to learn from her every day.

  • What do you like to do outside of work? What’s your favorite way to spend a weekend? 

I spend most of my time outside of work with my wife and kids. We like to stay active: Hiking, playing and watching sports, travelling, and exploring our city. When the kids go to sleep, you can typically find me cleaning up after them while listening to a podcast or audio book, or spending quality time with my wife.

  • What are the most important lessons you’ve learned in life? 

I remember being told to pursue my interests when I was growing up, but I think that is a little misguided. I think people should pursue happiness as much as (if not more than) they pursue their interests. With so much information at our fingertips, it’s easy to spend time pursuing your interests and lose sight of the world around you. I think it’s critically important to prioritize spending time doing things that make you feel good.