Jake Derian

In his role as a Planning Associate, Jake supports our Financial Planners in the creation and monitoring of clients’ financial plans, as well as working on retirement projections, cash forecasting and partnering with our Portfolio Management Team to review and update client portfolio allocations. Jake is a social butterfly, which comes in handy when working with various departments and team members. He especially loves to work with the planners as they seek to provide “financial therapy” to our clients.

A California native, Jake grew up in Torrance. He obtained his degree in accounting from St. Mary’s. During college he interned at J. Arthur Greenfield and Co. then became a trust officer at San Pasqual Fiduciary Trust Co.

When he’s not at the office, Jake can be found hanging out at the beach with friends, catching some waves, and getting a good tan. He loves to eat and explore the city and is especially excited when he discovers a new food spot. Jake also enjoys a nice evening playing Settlers of Catan with his friends. His real claim to fame is having the largest lung capacity in Mr. Taylor’s 2012 anatomy class.