Art Institute of Seattle, Former Enrolled Agent


Personal Finance, Accounting, Credit Cards, Investing, Life Insurance, Crypto


Jacob Wade has been a nationally-recognized personal finance expert for the past decade. He has written professionally for The Balance, LendingTree, CompareCards, Investing Answers, and other widely-followed sites. 

He’s also been a featured expert on CBS News, MSN Money, Forbes, Nasdaq, Yahoo! Finance, Go Banking Rates, and AOL Finance.


Jacob’s background includes five years as an Enrolled Agent at an accredited CPA firm, where he prepared tax returns for individuals and small businesses.

In addition to extensively covering life insurance, Jacob is an expert in teaching others how to budget, invest, and take advantage of credit card rewards. Jacob loves to help others find the best ways to manage their money as well as teaching beginners how to invest in cryptocurrencies.

In 2018, Jacob quit his job and his family decided to sell everything (including their home) to take off on an adventure. They traveled the country in an RV for nearly 3 years, visiting over 38 states, 20+ national parks and eventually settling in the Gulf Coast. Jacob now lives in Clearwater, Florida with his wife and three children.


Jacob Wade earned an Associates of Art degree in 2007 from the Art Institute of Seattle. In 2012, he earned his Enrolled Agent license and began working for a CPA firm, preparing personal and small-business tax returns. He held this license until 2017.