Jake Rister is a recent graduate of California State University, Northridge, where he earned a Bachelor of Science in Business Administration and Management. Born and raised in Santa Barbara, Jake has built strong lifelong relationships through his community involvement and professional experience at La Cumbre Country Club, where he developed valuable connections and a strong work ethic.
Now beginning his career in wealth management, Jake brings a passion for helping others achieve their financial goals, along with a commitment to continuous learning and professional growth. An avid athlete and outdoor enthusiast, he enjoys surfing and golf, pursuits that reflect his discipline, focus, and competitive spirit. Guided by a high standard of ethics and integrity, Jake is dedicated to building meaningful client relationships and establishing a successful career in the financial services industry.
Meet the rest of the team
Our professional team is dedicated to help you through any questions you may have and throughout every step of the financial planning process.





