Jake McCarney, CFP®

CERTIFIED FINANCIAL PLANNER™

The founding member of Next Level Wealth Planning, a fully independent, fee-only Registered Investment Advisor. Jake is a Fiduciary and Certified Financial Planner™ professional, a designation that carries weight. The CFP® certificate is the most respected personal financial planning accreditation in the world. It was established to provide the public with the assurance that those who are certified are indeed qualified to provide objective financial planning advice.

Jake and his wife Katie were blessed with three sons. They are proud of their boys, their accomplishments and admire their dedication and progress!  As a family, they enjoy fishing, boating, hunting, camping, volunteering, and working together. Jake is committed to his faith, family, clients, and to making a difference in his community.

Next Level is defined as; “a better, more advanced, or more successful situation than before”. We truly believe that our financial planning and investment management will create just that, Next Level success.

Get to know Jake:

Three words that describe me: Diligent, Thoughtful, Committed

Current Favorite Quote: “What we do today affects what we can choose to do tomorrow.” George Kinder
“Small things matter when they accumulate. The details, when finely polished and carefully combined, add up to something remarkable.” – James Clear

What I am happiest doing when I’m not at the office: Jake really enjoys pickleball, tennis, and golf. As the weather gets colder, you can find him nestled into his favorite chair, reading a book in front of the fire.  In the summer, he spends his time on the lake, in a surf boat with family and friends. 

Books that have made an impact:

Behavior Gap by Carl Richards

Spend Your Life Wisely by Ross Levin

Psychology of Money by Morgan Housel

Essentialism by Greg McKeown

The Compound Effect by Darren Hardy

Favorite Vacation Spot: On a warm beach. If I stay close to home, summers in McCall have all the ingredients of a great getaway for the McCarney Family. Water, beaches, pine trees, campfires, and huckleberries.

The CFP® certification is the most respected personal financial planning accreditation in the world. It has been established to provide the public with the assurance that those who are certified are indeed qualified to provide objective financial planning advice