Broker Check

404 SW Columbia St., Ste 130
Bend, Oregon  97702 
Office: (541) 389-3624
Toll-Free: (866) 988-3624
Fax: (541) 389-3579

Dentists and Physicians

As a successful doctor, would you like to spend more time with the people you care about? How about growing your practice and achieving your professional goals? Consider the benefits of working with Jake Paltzer, CFP®. Since 2003 Jake has specialized in helping dentists and physicians pursue their personal and professional goals.

Advocacy for dentists and physicians stems from Jake’s relationship with his father-in-law, Burt Douglass, DDS. This relationship has provided Jake with insight and an understanding of the unique needs of today’s dentists and physicians.  Additionally, Jake was a long time Kemple Clinic Board Member, helping the clinic accomplish its community goals, and then assisting in the conclusion of its mission with the transition of funds and support to Mosaic Medical.

Jake has tailored his investment consulting, financial management and insurance services in order to exceed your expectations and to assist you from graduation through retirement. Many doctors have also benefited from Jake’s network of qualified professional specialists.

How you manage your financial resources is critical in the pursuance of your goals. Contact Jake today to explore how his financial services could inspire you to make better financial decisions and provide you with confidence as you pursue your life’s vision and true wealth.

Thank you for your consideration. I hope to become a resource and trusted advisor.

Email Jake at