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Jake Heisler, CFP®
Wealth Advisor

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Jake is a Wealth Advisor in the Beacon Pointe Scottsdale office and is responsible for providing clients with a comprehensive financial planning experience, including estate planning, retirement planning, tax planning, risk management planning, and investment management. Prior to joining Beacon Pointe, Jake worked at Versant Capital Management and Barnes Investment Advisory, two Registered Investment Advisory firms in the Phoenix area. He holds the Certified Financial Planner™ (CFP®) certification. He graduated from Grand Canyon University with a Bachelor of Science in Finance and Economics. Jake and his wife live with their dog in Scottsdale, AZ and enjoy going to concerts, exploring the Valley, and traveling in their free time.

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