Jake Balistreri
Financial Advisor | Client Relationship Manager for Steve Koch
Jake Balistreri joined the financial advisory industry in 2021. Jake's academic journey led him to graduate with dual majors in finance and economics from the University of Wisconsin – Whitewater. He's earned several licenses including Series 7, Series 66, Series 63, and for Life and Health Insurance.
Jake found himself drawn to finance due to its blend of connecting with people and diving into analytical challenges. Every day brings something new, keeping things exciting and rewarding. With a strong belief in the importance of financial guidance at any life stage, Jake seeks clients who are open to advice and ready to shape their financial futures together. Jake brings his youthful energy and perspective, infusing his work with fresh ideas and approaches.
Beyond the world of finance, Jake is an avid sports fan, following the MLB, NBA, NFL, NHL, and college football & basketball. When he's not in the office, you'll find Jake playing softball or basketball with friends.