Jake Preston is a financial planner and the Director of Financial Planning at Beacon Wealth Consultants. In this role, Jake oversees all aspects of financial planning for the company, supports independent advisors and sub-advisors with financial planning assistance and LightPoint Portfolios enrollment, and serves individuals and families through faith-based investing and comprehensive financial planning.
Prior to joining Beacon Wealth full-time, Jake graduated Magna Cum Laude from Liberty University with a bachelor’s degree in Financial Planning along with minor degrees in Theology and Biblical Studies. Jake is a CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor®.
A native of Salem, Virginia, Jake currently resides in Salem with his wife, Victoria. Jake and Victoria are members of Fellowship Community Church where Jake leads the Institute, a program for biblical and theological education, and Victoria serves in the church’s ministry to those with special needs. In his spare time, Jake enjoys reading, playing golf and pickleball, and traveling with friends and family.
Jake is passionate about the intersection of values and money. He desires to help both individual clients and other financial advisors implement faith-based solutions and values-centered financial planning.
