Jake Kavalar
My career began in youth summer camps, where I discovered a passion for helping people learn, grow, and gain confidence in themselves. After earning my master’s degree in Supply Chain Management from CU Boulder, I built a career leading projects and improving business operations. While I enjoyed solving complex problems, I found my true calling in financial planning, where I can combine analytical thinking with meaningful relationships. I believe money is a tool that creates opportunities, not the end goal itself. My passion is helping clients gain the clarity and confidence to make informed financial decisions so they can focus on living the life they want.
Originally from Wisconsin and now living in Colorado, I enjoy skiing, disc golf, traveling, woodworking, and attending football and baseball games. Whether I’m exploring a new place, tackling a project in the workshop, or spending time outdoors, I’m always looking forward to my next adventure.
Getting to know Jake
Favorite quote
"Money is a tool, not a goal." That simple idea has had the biggest influence on how I think about financial planning. Money is most valuable when it's used intentionally to reflect your values, create opportunities, provide peace of mind, and help you live the life that's most important to you
Favorite Book
The Hitchhiker's Guide to the Galaxy series by Douglas Adams. After all, whether you're traveling the galaxy or planning your financial future, don't forget your towel, and Don't Panic!
Biggest Personal Accomplishment
I'm most proud of having the confidence to continually invest in myself. Returning to school to earn my master's degree after eight years away from the classroom and later making a career change into financial planning weren't the easiest decisions, but they reinforced my belief that growth comes from embracing new challenges and never stopping learning.
What you sing at karaoke night
We Trying to Stay Alive by Wycleaf Jean
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