Jake Taylor, WMS®

Vice President, Retirement & Private Wealth

What’s your favorite quote?

“Waste no more time arguing what a good man should be. Be One.” – Marcus Aurelius

jake@rwmfinancialgroup.com
559-924-0304 Ext. 5050

AZ Insurance Lic: #20504712

CA Insurance Lic: #4243220

Jake Taylor, WMS®

Vice President, Retirement & Private Wealth

What do you enjoy doing when you’re not working?
When I am not working, I enjoy being outside and active. I also like to hike, golf, do jiu jitsu, and work with my dog Odin.

What’s one fact about your education or upbringing that few people know?
I have been learning about finances and how money works from my grandpa since I was seven years old.

What are two things on your bucket list?
1. Play a round of golf at The Old Course St. Andrews
2. Become a black belt in jiu jitsu

Meet the Rest of the Team

Meet Brahm Rossiter, AIF® CRPS®

Executive Vice President, Retirement & Private Wealth

Meet Marcus Sasaki, AIF®

Vice President, Retirement & Private Wealth

Meet Desiree Jacobs

Operations Manager, Retirement & Private Wealth

Meet Kirby Moreno

Client Services Associate

Contact Us

Office: 559-924-0304 Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

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We are proud to serve our clients through multiple locations, ensuring personalized support and tailored strategies wherever you need us.

Main Office: 406 B Street Lemoore, CA 93245

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The Financial Consultants at RWM Financial Group are registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, (GRP) dba RWM Financial Group, an SEC registered investment advisor and HUB International Company. Insurance services offered through HUB International. GRP and HUB International are separate entities from and not affiliated with LPL Financial. The Financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.