Jake Szulinski, Financial Advisor, CDFA®


LPL Financial

550 East Swedesford Rd, Suite130
Wayne PA 19087
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(610) 880-8997

Jake Szulinski is a dedicated Financial Advisor with over nine years of experience in the financial industry. In 2006, he began working at Wells Fargo Advisors as a Sales Associate, while earning his bachelor’s degree in Finance.  Jake continued with Wells Fargo as a Financial Advisor in 2011 after he graduated from Monmouth University in West Long Branch, New Jersey. 


In late 2014, Jake and his business partner, Mary Wagner, started their own firm, Valley Creek Advisors.  Mary and Jake strongly believe that by opening their own boutique financial planning firm, they are able to provide each client with the highest level of products and services available.  As a Partner at Valley Creek Advisors, Jake works with a wide range of clients.  Whether they’re just starting out in their career, or planning for retirement, he understands that his clients are the most important part of the firm and that personalized service is essential when matching clients with the right financial products and services. 


Jake is a Certified Divorce Financial Analyst® and works with clients and attorneys on a consistent basis examining and analyzing the financial issues of a divorce.  Jake provides his clients and their lawyers with data to help strengthen their case.  He helps these individuals with decisions that will affect the rest of their lives, including:



  • Personal vs. marital property

  • Valuing and dividing property

  • Retirement assets and pensions

  • Spousal and child support

  • Splitting the house

  • Tax problems and solutions

  • Expert witness testimony

  • Tax law and financial issues affecting divorce


Jake grew up locally in Wayne, PA and has many long time ties the Upper Merion and Main Line area.  He is married to his best friend and wife, Amanda. Jake and Amanda currently reside in King of Prussia with their only child (dog), Zoey.  Outside of his business, Jake enjoys golfing, traveling, and spending time with his family.