Jacob “Jake” Doser, CFP®, CPWA® joined the Johnson Brunetti team in 2021 as a Financial Advisor and has worked in the financial services industry since 2015. Jake enjoys helping clients transition smoothly into retirement, taking pride in instilling confidence and guiding them towards financial independence.

As a Certified Private Wealth Advisor® professional, Jake can identify and analyze the challenges high-net-worth individuals face and develop strategies to minimize taxes, protect assets, maximize growth, and transfer wealth. Jake holds his Series 7 and 66 licenses and is certified to sell Long-Term Care insurance approved by the Connecticut Partnership for Long-Term Care. He also holds his Life & Health Insurance licenses and a master’s degree in organizational leadership.

Outside of his professional life, Jake teaches an adult Bible class, a passion stemming from his background as a former pastor. Most importantly, he cherishes moments spent with his wife Jenny, their son Adam, and their cat Kevin.

What is your favorite part about working at Johnson Brunetti?

“Company culture of “serve first” as evident in client relationships, community service, and collaborative colleague environment.”