Jake Sierka 2024

Jake Sierka, CFP®

Financial Planning Associate
jake@perigonwealth.com

Jake's Bio

Jake Sierka is a Financial Planning Associate at Perigon Wealth Management, dedicated to helping clients bring clarity and confidence to their financial lives. Based in Phoenix, Jake works closely with one of Perigon’s top-producing advisory teams in San Francisco, supporting clients across the country with comprehensive financial planning and personalized advice.

A graduate of the University of Arizona, Jake began his journey with Perigon as an intern in 2022 and quickly proved himself as a rising professional in the field. He earned his CFP® certification in 2025, reflecting his commitment to the highest standards of financial planning expertise and ethics.

Outside of work, Jake enjoys staying active, whether that’s on Arizona’s golf courses or exploring new outdoor adventures.

Jake's Team