Planning starts with your life
We start with your priorities, accounts and the changes already in motion. That gives each decision its context.
Meet your Austin advisor
I’m Jake Song. I came to this work the long way.
I help families, business owners and technology professionals make sense of connected financial decisions. Retirement, investments, company equity and career changes all affect one another. My work starts with understanding your situation and explaining the choices.
The story
Different experiences. One practical approach.
My background includes military service and financial services. Today, the work is helping people understand how their financial choices fit together.
- 01
Military service
Five years in the U.S. Air Force.
Service is part of my background and the path that brought me to this work.
- 02
Financial services
Working in the field since 2020.
I work with families, business owners, people nearing retirement and technology professionals.
- 03
The work today
Making the pieces understandable.
I serve clients in English and Korean through McCune Whiteley Wealth Management in Greater Austin.
Connect the decisions
We consider how investment, retirement and company equity choices affect one another, including questions for your tax professional.
Explain the reasons
I explain the options and the reason behind a recommendation so you can make an informed choice.
Beyond the office
Family, faith and serving others.
Outside work, I enjoy spending time with my family and playing with my two children. I serve others through my church and stay involved in church ministry and small business outreach.
I’m also a member of the Asian Chamber of Commerce.
Family
Time with my family and two children.
Church
Serving others through church ministry.
Community
Chamber membership and small business outreach.
Experience and credentials
Experience behind the conversation.
I’m a Financial Advisor with McCune Whiteley Wealth Management.
- 01Financial services experience since 2020
- 02FINRA Series 7, 65 and 66 registrations
- 03Life and health insurance licensing
- 04Bachelor’s degree in Finance, Penn State University
- 05Passed all three parts of the IRS enrolled agent exam.
IRS enrollment is pending.
Start with a conversation
Bring the question that keeps coming up.
Tell me where you are, what is changing and the financial question you want to work through.