Jake Dorman delivers personalized wealth management to a select group of high-net-worth individuals. He focuses on creating customized financial strategies that reflect not only the client’s objectives but also their individual life journeys. His experience spans a wide range of financial disciplines, including investment management, retirement planning, tax optimization, estate planning and risk management.
Prior to joining AdvicePeriod, 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 has a Bachelor of Arts in Business Administration degree with a focus on finance from California State University, Fullerton, where he graduated cum laude. He holds the CERTIFIED FINANCIAL PLANNER™ certification.
Jake resides in El Segundo with his wife and two children. Away from the office, he enjoys beach volleyball, spending time with family and friends, and reading a good book.