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Jake Faucett

Advisor

CPA, CFP®

Jake Faucett finds professional fulfillment in connecting with clients on a personal level and by consistently looking for ways to be of further service as an Advisor at Moneta.

Prior to transitioning to Moneta, Jake acquired multiple years of not only technical experience in financial advising, tax and estate planning, and investment strategy, but also developed valuable project and time management skills.

Jake earned his Master of Accounting and Bachelor of Science in Accounting from the University of Kansas and holds licenses as a Certified Public Accountant (CPA) and Certified Financial Planner™.

In the community, Jake serves as Treasurer for the Alpha Nu Educational Foundation, which awards academic scholarships to University of Kansas students and makes grants to the Alpha Nu Beta Theta Pi House Association for chapter house improvements that are educational in nature. He is also a member of the Church of the Resurrection and attends various volunteer initiatives within the church, primarily events within the congregational care community.

Away from work, Jake loves to watch and play sports. He is a Chiefs, Royals, KU basketball and KU football fan. He plays recreational soccer with friends, pickleball, and golf on weekends. He also enjoys reading, traveling to the Lake of the Ozarks with friends and family, and taking his black lab, Duke, to the local dog park.

EDUCATION

  • B.S., Accountancy, University of Kansas
  • M.S., Accountancy, University of Kansas

PROFESSIONAL DEVELOPMENT

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER® (CFP®)

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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