Meet the team
Jake Pergolizzi
CFP®, CRPC®
Associate Director, Associate Wealth Advisor
About Jake
As an Associate Wealth Advisor, Jake is committed to building strong relationships with clients grounded in a thorough understanding of their financial and personal goals. In partnership with the Sequoia team, he helps to ensure the strategies implemented are practical and aligned with each client’s individual vision of success.
Jake was drawn to the financial planning profession by the belief that achieving major life goals requires a thoughtful, well-structured and proactive plan. He is dedicated to helping clients prepare for key milestones and make informed decisions throughout each stage of their financial journey.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
Chartered Retirement Planning Counselor℠ or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Accreditation & Education
- CERTIFIED FINANCIAL PLANNER®
- Chartered Retirement Planning Counselor®
- Master of Business Administration, healthcare management, University of Delaware
- Bachelor of Arts, biological sciences, University of Delaware
Up Close
- Lives in St. Petersburg, Florida.
- Enjoys hiking in national parks, working out each day, and staying active with hockey
and golf. - Member of the Tunnel to Towers Foundation’s Young Professional’s Network.
contact your financial planning specialist
Jake Pergolizzi, CFP®, CRPC®
Associate Director, Associate Wealth Advisor
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