With a strong analytical mindset and a passion for helping clients achieve their goals, Jake Desiderio brings both technical expertise and enthusiasm to his role as Wealth & Investment Planner at Legacy Wealth Management. Known for his strategic approach and ability to translate complex data into meaningful wealth plans, Jake leverages his experience in financial modeling and client engagement to deliver personalized, goal-oriented strategies that help clients plan confidently for their future.

Before joining Legacy, Jake gained diverse experience across several industries, from consulting for a MedTech company in London to leading business development and analysis initiatives for an Olympic-affiliated aquatics company. Most recently, he served as an Executive Practice Manager for a fiduciary office, where he introduced technology-driven planning tools and led training on eMoney® software. Jake holds both a Bachelor of Science in Finance and a Bachelor of Arts in Sports Business from Arizona State University, as well as a Master’s in Global Management with a dual focus in Finance and Legal Studies from the Thunderbird School of Global Management at Arizona State University.

Originally from Chandler, Arizona, Jake enjoys spending time with his family nearby and now calls uptown Phoenix home. Outside the office, he can be found boating on the lake, hiking local trails, traveling, attending concerts or sporting events, exploring new restaurants and mountain paths, and spending time with his girlfriend and their two dogs. An avid sports enthusiast and former collegiate baseball player, Jake brings the same drive and discipline from the field to his professional life, always striving for growth, precision, and impact.