• Teams Positions: Financial Planning Associate

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5 December

Gabriela Chodakiewitz

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Gabriela joined the JSF team as a financial planning associate in mid-2025. In her day to day, Gabriela works closely to assist our planners so they can keep doing what they do best and help clients achieve their goals. She also loves working closely with her incredible coworkers.

She grew up in São Paulo, Brazil and holds a bachelors in Business Administration from Fundação Getulio Vargas. Before joining JSF, Gabriela worked as a partner at Vox Capital.

When not in the office, Gabriela enjoys spending time with her family, practicing yoga and reading. An accomplishment she’s quite proud of is becoming a mother to her beautiful daughter.

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2 May

Almen Rule

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Joining JSF in 2025, Almen began in our Client Service Department as an operations associate. He quickly made the transition to the role of planner associate where he supports the planners by running report analyses, projections and helps with client requests. Almen prides himself in supporting our planners as they help clients achieve their unique financial goals.

Before making his way to Los Angeles and eventually JSF, Almen notably worked at Nasdaq Philippines. He holds a degree in Business Administration and Computer Applications. Almen also earned his certification as a securities specialist from Ateneo Center for Continuing Education in his hometown of Manila.

Almen is our resident Back to the Future enthusiast. He is also a big fan of Magic the Gathering. In his spare time, you can find Almen in the gym or out and about snapping photographs.

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1 May

Jake Derian

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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.

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