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Jake Gremza, CFP®

Jake Gremza, CFP®

Wealth Planning Specialist, Franklin Templeton Academy

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About Jake

Jake Gremza joined Franklin Templeton in 2025 as a Wealth Planning Specialist. At Franklin Templeton, Jake is committed to enhancing the client experience for financial professionals by providing educational engagements that empower them to serve their clients more effectively.

He has experience in both the RIA and Broker-Dealer channels, most recently working with a team at Focus Partners Wealth to serve high-net-worth clients. His areas of expertise include tax and estate planning, charitable giving, wealth transfer, retirement income planning, and trust administration.

Jake holds a Bachelor of Science in Business Administration with a concentration in Finance from Stonehill College. He is a CERTIFIED FINANCIAL PLANNER professional and also possesses Series 7 and 66 licenses from FINRA.

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