Broker Check

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

Jake Paltzer, CFP®

Jake Paltzer, CFP®

Wealth Consultant

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 hiking with his family. 


Jake received a Bachelor of Science degree from Arizona State University with a major in finance.

Professional Experience

After graduating from Arizona State University, Jake accepted a two year mentorship program with a 20 year veteran of the financial services industry and fellow CERTIFIED FINANCIAL PLANNER certificant. Upon completing the mentorship program, Jake established his professional career with A.G. Edwards & Sons.

Professional Credentials

Jake has earned the CERTIFIED FINANCIAL PLANNER certification. The CFP® designation identifies Jake as someone equipped to provide truly personalized services to his clients and maintain high levels of financial planning professionalism and expertise. After committing many hours to rigorous financial planning courses and examinations, Jake was awarded the CFP® certification by passing a 10-hour comprehensive examination.