Jake Kagele
Jake Kagele - Financial Advisor in Tucson, AZ
The managing director of NOVA Financial Services in Tucson, AZ, Jake Kagele serves a client base of corporations, endowments, foundations, trusts, group retirement plans, and individuals of high net worth. Jake Kagele’s stresses customized planning for each client's unique wants and needs in his approach to wealth management.
Mr. Kagele laid the foundation for his work at NOVA with a Certified Investment Management Analyst designation from the Wharton School in Philadelphia. He also garnered invaluable professional experience as a financial analyst with Merrill Lynch Wealth Management. Throughout his career, he has secured many professional investment and risk management qualifications. He is also a member of the Investments & Wealth Institute.
Away from his work at NOVA, Jake Kagele volunteers as a Blair Charity Group board director and sits on the investment committee of the Salpointe Foundation. He is the husband of Brittany Kagele, who serves as the board president of the Boys & Girls Club of Tucson, AZ.
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Tucson, AZ USA