City Rank
#52 of 200
Location
Portland, Oregon
About
Fractional CMO team building Client Acquisition Systems for CERTIFIED FINANCIAL PLANNER™ Practitioners and other financial professionals using modern digital marketing strategies.
Rated 4.9/5 based on 8 Google reviews as of September 23, 2026.
Review on Google
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Jake really knows his stuff when it comes to asset management and so much more. His knowledge of cloud based platforms and file sharing and overall communications within a small to medium size company really is unmatched in my travels. I HIGHLY recommend Mr. Wagner and his company to anyone.
Jake has extensive marketing and computer tech knowledge that paired with his incredible service attitude, makes him a good choice for your firm's marketing needs. He is excellent at nurturing relationships and providing value to the financial planning community.
Jake has been incredibly helpful to my financial planning firm. He’s provided a ton of resources and guidance around defining my target audience. With so many directions you can go in marketing, Jake helped me focus on what actually moves the needle. I appreciate his insight and strategic thinking. Thanks for all your help!
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