About Us

Hi, I’m Jake — Founder of Everest Peak Financial

I began my career in the personal training industry, where I learned the true value of exceptional customer service, organization, and delivering results that truly matter to people. I quickly rose to management, leading high-performing teams and breaking records in California.

While I was passionate about helping others improve their health and fitness, finance was always my deeper calling. Even while still in fitness, I immersed myself in studying financial markets and investing. Eventually, I made the leap into financial services — and within just six months, I was among the top performers in my company.

Today, with years of continued growth and education in the industry, my focus is simple: helping families and individuals like you build secure retirement and savings plans with the right life insurance, annuities, and protection strategies.

My number one goal is to protect your money while helping it grow — all with clear, honest guidance and the best products available. I’m committed to earning your trust through personalized service and making sure you feel confident about your financial future.

I look forward to helping you and your family achieve peace of mind and long-term security.