Jake Alonzo is a dedicated Wealth Advisor specializing in retirement income planning for high-net-worth individuals, small business owners, educators, and state employees. He also helps multigenerational families preserve wealth, strengthen family communication, and prepare future generations for financial independence. Jake’s planning process is collaborative and interactive, encouraging clients to take an active role in shaping their financial future. By breaking down complex financial concepts into clear, actionable guidance, he helps clients make informed decisions with confidence while developing strategies tailored to their unique goals.
Jake’s collaborative approach extends to working with his clients’ other professional advisors, including accountants, estate attorneys, and real estate agents. By integrating his expertise with these professionals, Jake helps align every aspect of their financial life within a comprehensive and cohesive strategy.
Committed to building lasting relationships, Jake treats clients as valued friends and puts their best interests first. Additionally, he acts as a fiduciary for managed accounts. He finds his professional fulfillment in helping clients pursue their goals and realize their financial aspirations.
Jake is a native of Haddam, Connecticut, and remains actively engaged with his alma mater, Xavier High School in Middletown. He is also a member of Indian Hill Country Club in Newington, CT, where he enjoys both the camaraderie and the opportunity to refine his golf skills.
He earned his B.A. in Economics from Wesleyan University, where he also demonstrated leadership as captain of the baseball team. Jake holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.