Jake Hungarter
Los Angeles Alumni Chapter Representative at Fordham University | Santa Monica, California, United States
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Jake Hungarter is a dedicated Financial Advisor based in Santa Monica, CA, with a robust practice at Northwestern Mutual's West Los Angeles office. With a focus on delivering tailored financial planning and wealth management solutions, Jake serves a diverse clientele across the United States, including business owners and families. His role as the "point guard" for his clients’ personal finances underscores his commitment to architecting and executing comprehensive financial game plans that align with their unique lifestyles and aspirations.
At Northwestern Mutual, Jake collaborates with top wealth advisors in Los Angeles, leveraging their expertise to provide clients with holistic financial security strategies. His key projects often revolve around developing innovative tax strategies and wealth management solutions that empower clients to achieve their long-term financial goals. With a strong emphasis on client development and customer success, Jake excels in building lasting relationships that foster trust and transparency.
His skill set encompasses a wide range of competencies, including financial planning, operations management, and effective communication. Jake's leadership abilities shine through in his partnerships with other financial professionals, allowing him to deliver exceptional service and insightful market analysis. By staying abreast of industry trends and conducting thorough market research, he ensures that his clients are well-informed and positioned for success in an ever-evolving financial landscape.
Connect with Jake to explore how his expertise in financial planning and wealth management can help you navigate your financial journey and secure your future.
Los Angeles Alumni Chapter Representative at Fordham University in June 2024 to Present
WMC Financial Advisor at Northwestern Mutual in March 2024 to Present
Affiliate Financial Advisor at Fortify Capital in December 2024 to Present
Consultant at Digital Health New York in August 2018 to September 2024
Business Development & Strategy at Virgo in January 2020 to September 2023
Private Equity Investment Research & Analysis at Enhanced Healthcare Partners in March 2023 to May 2023
Business Development & Strategy at Force Therapeutics in February 2016 to January 2020
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Fordham Gabelli School of Business, MBA, Master of Business Administration candidate, January 2021 to January 2023
DeSales University, BA, January 2011 to January 2015
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Wealth Management Services
Client Development
Financial Planning
Client Services
Operations
Partnerships
Customer Success
Strategic Partnerships
Go-to-Market Strategy
Sales
Project Management
Operations Management
Communication
Leadership
Business Development
Marketing
Market Analysis
Market Research
Presentations
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Discover more about Fordham UniversityWhat is Jake Hungarter email address?
Email Jake Hungarter at [email protected] and [email protected]. This email is the most updated Jake Hungarter's email found in 2026.
What is Jake Hungarter phone number?
Jake Hungarter phone number is 484.896.0602.
How to contact Jake Hungarter?
To contact Jake Hungarter send an email to [email protected] or [email protected]. If you want to call Jake Hungarter try calling on 484.896.0602. (updated on February 11, 2024)
What company does Jake Hungarter work for?
Jake Hungarter works for Fordham University
What is Jake Hungarter's role at Fordham University?
Jake Hungarter is Los Angeles Alumni Chapter Representative
What industry does Jake Hungarter work in?
Jake Hungarter works in the Medical Device industry.
Jake Hungarter Email Addresses
Jake Hungarter Phone Numbers
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