Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Gropper & Nejat, PLLC

Partner

Gropper Law Group

Associate

Marks, O'Neill, O'Brien and Courtney

Summer Associate

Veritas Group

Junior Sports Agent/Client Liaison

Kris Nejat, Esq., M.B.A.

taplio

The Battle

Jake Heisler, CFP®

Kris Nejat, Esq., M.B.A.

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