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®

SeekInvest

Enabling Financial HarMoney for Investors 
A Sales Enablement Platform for Financial Planners, Advisors, Therapists and Coaches
A Customizable Analytics & Story Telling Platform for Asset Managers

Founder

SURUDO

Strategic Advisor

Morningstar

Head of Fixed Income Products

InvestSoft Technology

Effective, May 31, 2016 InvestSoft Technology was acquired by Morningstar, Inc.

InvestSoft Technology provides innovative software products, and expert consulting/custom development to investment firms. Our firm has consistently been a leader in the development and implementation of Trading, Portfolio Management, and Accounting Systems. 

We have over 25 years of experience developing major trading, accounting and decision support systems and have consulted for and developed systems for several top tier investment houses. At InvestSoft, we bring unmatched in-depth industry and user knowledge to your projects.

Our World Class software products are used in trading, portfolio management and accounting applications by over 100 firms World Wide.  

Our industry knowledge and application components let you enhance existing systems and develop mission critical trading, accounting and portfolio management  systems with minimum risk and in remarkably short time frames.

CEO and Co-Founder

Ernst & Young

Senior analyst in the Valuation & Business Modeling group supporting mergers and acquisitions.

Advised a publicly traded biotech, working to develop and build out integrated deal models for M&A and structured partnerships.

Senior Analyst

Mirus Capital Advisors

Investment Banking Analyst

Merrill Lynch

Investment Analyst

Fidelity Investments

Senior Business Analyst

Entrepreneurial fintech founder and business leader leveraging technology to revolutionize how financial advisors personalize client experiences. 

By blending finance, philosophy, and innovative tech solutions, I'm transforming traditional wealth management into meaningful, values driven-driven partnerships.

As founder and CEO of SeekInvest, my mission is to enable "Financial HarMoney" - empowering advisors to align plans & investment strategies with their clients' core values and life purpose. Our platform moves beyond conventional metrics to foster deeper, more fulfilling client relationships that reflect what truly matters to them.

My journey includes successfully founding and scaling InvestSoft Technology, leading to its acquisition by Morningstar in 2016, where I then served as Head of Fixed Income Products. This experience reinforced my belief that the future of wealth management lies in innovative personalization powered by thoughtful technology.

Beyond the office, my most important and fulfilling role is as a husband and father. I am passionate about animal welfare and environmental health, and in preventing child exploitation. I actively support the Humane Society, MSPCA, and Amazon Protection initiatives as well as the Tim Tebow Foundation. I am also a staunch "libertarian" believing in the freedom of each of us to be empowered to be accountable for of our lives and free from the oppression of others. 

These commitments reflect my broader mission: using business innovation to create positive impact and enabling others to do the same!

Let's connect if you're interested in exploring the intersection of values-based investing, innovative financial technology, and the future of wealth management.

Todd Roitfarb

taplio

The Battle

Jake Heisler, CFP®

Todd Roitfarb

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