As an Advisor with AdvicePeriod, Jake Dorman works closely with Marc Russell to deliver a select group of high net worth individuals a personalized wealth management experience. Jake’s primary focus is the creation of goals-based investment and financial plans using sophisticated, multi-generational estate planning tools.
Prior to joining Advice Period, Jake was an advisor with Dorman Skorheim Wealth Management, where he focused on portfolio construction and asset allocation. He brings knowledge and experience with the same evidence-based investment philosophies and strategies that AdvicePeriod recommends.
Jake graduated from California State University, Fullerton cum laude with a Bachelor of Arts degree in Business Administration, focusing on finance. While at CSUF, he was accepted in to Beta Gamma Sigma, the international honor society for AACSB accredited business schools. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 license and the CERTIFIED FINANCIAL PLANNER™ designation. Jake resides in El Segundo with his wife Dana and his two kids, Grant and Everly. In his free time, he enjoys beach volleyball, surfing, and spending time with family and friends.