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Our financial advice team


Jak Cukaj

Jak Cukaj

CFP®, ChFC®, APMA®

Private Wealth Advisor

Chief Executive Officer of
QuantumView Wealth Management
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Interests

  • Spending time with family
  • Tennis
  • Travel
  • Golf

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019 - 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S., 1992, Economics and Finance, Manhattan College, Riverdale, NY

Community participation

Ronald McDonald House of the Greater Hudson Valley - Board Member & Chair of Investment Committee