Jake Meza Hernandez
State(s) Licensed: CT, FL, IN, MA, ME, NH, NJ, NY, PA, RI, TX
9 Elm St, Suite 6
Rockville, CT 06066
State(s) Licensed: CT, FL, IN, MA, ME, NH, NJ, NY, PA, RI, TX
Financial Guidance That Puts People First
Empowering small business owners, families, and nonprofits to build a secure future — with heart, purpose, and clarity.
Whether you’re growing a business, running a nonprofit, or planning for your family’s future, you deserve financial advice that fits your goals and values. I help clients make confident decisions about investing, retirement, and protection strategies — so they can focus on what truly matters.
A Relationship That Goes Beyond Numbers
Financial planning is personal — and so is my approach. As a husband, father, and advocate for the Down syndrome community, I understand that every plan must balance practical needs with personal values. My mission is to help you create a plan that brings peace of mind, not just profit.
Let’s Build Your Financial Future — Together.
Wherever you’re starting from, I’m here to help you take the next step toward confidence and clarity. Let’s talk about your goals and create a plan that fits your life.
Connecting with Jake is easy! Complete the form below to schedule a meeting.
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Location
Rockville Office
- Phone:
- 215-900-5751