Jacob Alonzo

Jacob Alonzo

Wealth Advisor

 

As a Wealth Advisor, Jake provides retirement planning and investment guidance to help clients achieve their financial goals. Jake works closely with his clients to acquire a holistic understanding of their current and long-term planning needs. Jake’s clients range from educators to business owners to retirees.


A native of Haddam, Connecticut, Jake holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He is a graduate of Wesleyan University, where he was captain of the baseball team and earned a B.A. in Economics.


Outside of work, Jake enjoys watching sports, fishing, and improving his golf game. He volunteers his time during the summer to help local youth baseball players develop their skills and passion for the sport.