Jake Romine studied Finance and Accounting at Walsh College in Troy, Michigan, and now resides in Miami, Florida. He is the founder of FinanceAdvisors.com, a leading financial publisher dedicated to empowering individuals through accessible education and trusted insights. Previously, Jake served as Chief Revenue Officer of Evergreen Wealth, a $100M AUM registered investment advisor and wealth management firm, where he led growth strategy, client acquisition, and business development. He also contributed to the advancement of the investment community as a board member of CFA® Society Detroit, supporting standards of excellence and professional development in the field. With a career spanning wealth management, financial publishing, and marketing innovation, Jake continues to bridge the gap between financial advisors and investors through transparent, education-driven platforms.
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