Broker Check

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

Team

 

Jake Paltzer, CFP®

Wealth Consultant

(541) 389-3624

(541) 389-3579

jake@jakepaltzer.com

Jake is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner with LPL Financial. Jake and his wife moved to beautiful Bend, Oregon, to raise their children. He enjoys alpine skiing and golf, as well as camping and...

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Susan Paltzer

Administrative Assistant

(541) 389-3624

(541) 389-3579

office@jakepaltzer.com

Susan Paltzer is an Administrative Assistant with Paltzer Wealth Management. In this role, she handles the administrative details that make our firm run smoothly, while providing the high level of service that our clients have come to...

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