We bring over 45 years of experience assisting clients in developing strategies with the goal of creating, building, and sustaining wealth over time. We provide the most personal service available, thus earning a reputation for excellence in our community. Our investment strategies provide you with access to a large variety of well known companies. Our company is based on the principle that education and understanding of your current financial situation is vital to make successful prudent decisions.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Who We Are
Jacob Bauchmann, CFA®,CFP®
CA Insurance #0H79770
A graduate from San Diego State University with a degree of Bachelor of Science in Applied Arts and Sciences Business administration (Financial Services). Jake received his CFA® charter in 2019 and has been a Certified Financial Planner (CFP®) since 2021. He has been registered with LPL Financial as a Registered Representative since January 2012, and has been registered with the State of California as a Life, Accident and Health Agent since February 2012.
Jake specializes in personalized portfolio construction and management, retirement planning and risk management. Jake has won the Five Star Wealth Manager Award for San Diego Region for 2017/2018/2019/2021/2022/2023.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017/2018/2019 Five Star Wealth Managers.
Jake is married to his high school sweetheart, Samantha, and has four sons, Sawyer, Weston, Eli, and Dallas. His hobbies include sports with his boys, spending time with family and friends, and cooking.
Non-Licensed Sales Assistant
Jim founded the practice in 1983. He was formerly an Investment Manager with over 40 years of experience in the investment profession. He began his relationship with LPL Financial in 2007. Before starting his career in the financial services industries, Jim practiced law for 13 years. He graduated from the University of Arizona and is a current member of the State Bar of California. Jim moved to his new role as a non-licensed sales assistant in April 2023.
Jim has built solid relationships with his clients over 40 years and serves three generations of some families. His experience is in conservative money management with emphasis on strategies for dividends and preservation of capital.
Jim lives with his wife, Sue, in El Cajon, California. His interests include golfing, church, and spending time with his children, grandchildren and great grandchildren.
CA Insurance Lic#0C26738
Julie joined LPL Financial with Jim in 2007. With her attention to detail and organizational skills, Julie is responsible for the management of the office. She has over 17 years in the banking industry and her knowledge allows for the day-to-day functions of the office to run efficiently.
She lives in Brentwood, TN. Her interests include playing with her grandchildren, being an active member in her church, quilting and cooking for family get-togethers.