For more than a decade, Jake Kagele of Tucson, AZ, has worked in the financial services sector. A member of the Investment Management Consultants Association (IMCA), Jake Kagele of AZ holds its Certified Investment Management Analyst (CIMA) designation as well as its Foundations and Endowments certification, both taught in collaboration with the Wharton School in Philadelphia.
The AZ resident has held varying roles in the financial services industry, including three years as a financial advisor for Merrill Lynch and time working for an independent arm of Wachovia. This practical experience, paired with his educational background, places Mr. Kagele in the perfect position to tailor financial planning and investment services to high-net-worth clients as the managing partner of NOVA Financial Services.
At NOVA Financial Services, Jake Kagele and his team offer everything from education planning and retirement plans to divorce planning and portfolio management. Services are available to individuals, foundations, corporations, and trusts. Beyond helping clients, Mr. Kagele and his company support local entities, such as Salpointe Catholic High School.
The AZ resident has held varying roles in the financial services industry, including three years as a financial advisor for Merrill Lynch and time working for an independent arm of Wachovia. This practical experience, paired with his educational background, places Mr. Kagele in the perfect position to tailor financial planning and investment services to high-net-worth clients as the managing partner of NOVA Financial Services.
At NOVA Financial Services, Jake Kagele and his team offer everything from education planning and retirement plans to divorce planning and portfolio management. Services are available to individuals, foundations, corporations, and trusts. Beyond helping clients, Mr. Kagele and his company support local entities, such as Salpointe Catholic High School.
- Management
- Leadership
- Strategic Planning
- Highly Creative
- Strong Visualization
