Jake Fram is Verus’ hybrid financial planner and tax adviser who, after a career working in-house at large accounting firms, brings his expertise to families and individuals in need of wealth and tax strategies.
“I’ve always enjoyed working with families and learning what motivates them, what their concerns are, what their interests are, and helping them achieve their goals,” he says. “It’s the part of the job I always liked as a tax preparer.”
A Richmond native, Jake earned his undergraduate degree from Elon University and a master’s degree in accounting from Villanova University. When his wife decided to go graduate to school at Virginia Commonwealth University, he returned to Richmond and, after serving as a tax manager at a local accounting firm, eventually found Verus. “I’ve always envisioned myself as a financial planner,” says Jake, who holds designations as a certified public accountant (CPA) and CERTIFIED FINANCIAL PLANNER®.
During his time at PricewaterhouseCoopers and Richmond-based Keiter CPA, Jake worked with high-net worth clients and their families. Marrying his finance and tax knowledge, Jake developed a niche helping families build investment strategies while also maximizing their tax efficiencies.
At Verus, he offers clients what he calls “a complete picture” of their current and future finances, considering the tax implications of every move. It’s a year-round effort, intensifying during tax season. He notes that long-term investments can’t always outperform the market, so the best financial guidance for clients should include both sound investment input and a solid tax strategy.
His certifications and memberships include:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™
Member, American Institute of CPAs
Member, Virginia Society of Certified Public Accountants
Member, Trust Administrators Council and Next Estate Planning Group