3 vetted financial professionals are listed in Arkansas, including practices in Little Rock. They specialize in areas such as Tax Planning. Compare credentials, fees, and minimums, then request an introduction free.
Roc has nearly 20 years of experience in the financial services industry and has dedicated his career to helping individuals live comfortably in retirement. He is a CERTIFIED FINANCIAL PLANNER™ professional, received his BBA in Finance, and holds FINRA Series 63 and 66 securities licenses. He was also named as one of Arkansas Business' 40 Under 40 in 2014.
Jake works with individuals and families who want to make confident financial decisions and build a strong foundation for their future. He enjoys helping young professionals, growing families, and individuals approaching major life transitions organize their financial lives through comprehensive planning. His planning areas include retirement planning, cash flow and savings strategies, investment management, education planning, estate planning, insurance analysis, and tax-aware financial planning.
Financial Advisor
Small & Associates