About Me

About Me


Hi there, my name is Jacob (Jake) Dahlstrum and I’m a Financial Advisor with Raymond James Financial Services Inc. First of all I’d like to say congratulations, if you’re reading this then that means you somehow stumbled upon my humble, little financial blog. On this site you’ll find articles centered around a variety of topics dealing with personal finance.

As a Financial Advisor, I specialize in providing comprehensive financial planning services for individuals and families in the earlier to middle stages of their careers. I offer retirement planning services, investment management and customized financial planning specifically tailored your unique situation.

My goal is to help provide clarity, reduce stress, and help you take action to create a plan for the future. Well, are you finally ready to figure out your entire financial picture? You’ve come to the right place.

My main wish, in addition to this blog being at least somewhat educational to you, is that the content shared here is explained in a way that is made simple to understand. I don’t know about you, but I’m tired of having financial concepts explained to me as if I was being spoken to in a foreign language. Complexity doesn’t always equate to prosperity when it comes to your personal finances.

What it boils down to is that I hope you find material here to be:

  • Engaging
  • Relatable
  • Somewhat entertaining
  • And maybe, just maybe, a little bit educational

So take some time, relax, look around a bit and hopefully you leave here with a little more financial savviness that you can apply to your own, unique financial situation.

Check the background of this investment professional on FINRA’s BrokerCheck.