MFAC
Financial Advisors, Inc.

CONNECT

Address:

32107 Lindero Canyon Road, Suite 227
Westlake Village, CA 91361

Phone:

818-905-0321, 805-409-0250

Fax/Other:

818-889-7371

Tad Jakes, CFP®

Senior Wealth Manager

Tad Jakes has been with MFAC Financial Advisors, Inc. for 14 years and is a Certified Financial Planner (CFP®) with a professional designation in personal financial planning from UCLA.  Tad’s education in personal financial planning and investments began at the University of Arizona where he obtained a Bachelor of Science degree in Finance.  Upon graduation, Tad worked for a financial advisory firm in Phoenix, AZ developing strategies to help clients meet their financial planning goals.  Switching gears, he began working in real estate development in Scottsdale, AZ and worked as a project coordinator on many projects ranging from large master-planned communities to commercial projects.  Upon returning to California, Tad accepted employment with Santa Barbara Bank & Trust as a senior analyst in their Wealth Management and Private Banking group.  Tad worked closely with the bank’s high net worth clientele and partnered internally with the Investment, Trust Services, Residential Real Estate and Commercial Real Estate departments.  During his career, and during his time with MFAC Financial Advisors, Inc., Tad has gained invaluable experience in financial planning and asset management, positioning him to become a creative, knowledgeable, and trusted advisor to the clients he serves.  Tad thoroughly enjoys working in the wealth management profession and it’s evident in his work, attitude and the close relationships he cultivates with his clients.

Phone 805-409-0244
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck