Jakub Cech

Jakub Cech

Wealth Advisor
Sacramento, California, United States

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Work Experience

Mariner Wealth Advisors

Wealth Advisor

2023-10-01 - Present

Confluence Financial Planning

Paraplanner/Support Advisor

2020-09-01 - 2023-10-01

Merrill Lynch

Wealth Management

2017-12-01 - 2019-05-01

Mission Hills Athletic Club

General Manager

2016-02-01 - 2017-12-01

Eagle Fustar Tennis Development - Fremont

Director of Tennis/Partner

2012-06-01 - 2017-12-01

Santa Clara University

Graduate Assistant Coach - Tennis

2008-09-01 - 2012-05-01

Skills

risk management consulting services retirement planning services investment analysis & selection asset management business retirement plans philanthropy multigenerational wealth planning investing wealth planning tax planning estate planning financial planning trust services insurance solutions retirement plan solutions tax preparation wealth management

Languages

English