College Student Summer Savings Options

Castlepoint Blog: Education Saving Vehicles & Education Funding, Financial Planning Basics, Jake's Take, The Point
July 13, 2022

If you’re in college and looking through ways to save that hard-earned money this summer, Jake Weatherford, CFP® gives some general options as to what could help someone in that position!

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Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Jake Weatherford - Partner & Advisor

Jake Weatherford, CFP®, MBA

Partner & Advisor at Castlepoint Wealth Advisors

Jake Weatherford is a Partner and Senior Advisor for Castlepoint Wealth Advisors, an Independent Wealth Management firm in Oklahoma City. He is responsible for providing client investment advice and implementing the firm’s financial planning strategies. Jake is also responsible for portfolio modeling and financial projections, which help our clients evaluate potential outcomes of their decisions.

Read more Jake’s Take blog posts and articles.