Jacob P. Sapia

As a next-generation Tax-Out Advisor at WMGNA, Jacob Sapia partners directly with subscribers to design personalized, tax-efficient financial strategies that help them achieve True Success™.

Jake is a Certified Financial Planner® (CFP®) and Tax Planning Certified Professional (TPCP®), recognized as the “standard of excellence” in financial planning. Before joining WMGNA in 2024, he was a Financial Planner at Prudential, where he provided comprehensive advice to individuals and families for more than three years. His expertise includes investment planning, next-gen financial management, and tax-efficient wealth building.

Originally from Middlefield, CT, Jake was captain of his high school basketball team and played varsity baseball. He earned his B.A. in Economics with a minor in Psychology from Roger Williams University, where he was inducted into the Alpha Chi National College Honor Society. Today, he lives in East Hampton, CT, on Lake Pocotopaug, where he enjoys basketball, baseball, fitness, fishing, cooking and following UConn basketball, the New York Yankees, and the New York Giants.