Jake Kagele leverages a decade of financial advising and investment experience as a managing partner at NOVA Financial Services in Tucson, AZ. In addition to his professional experience, Jake Kagele has completed executive education coursework through the Wharton School of Business and acquired certification as a Certified Investment Management Analyst (CIMA) through the Investments & Wealth Institute.

Since its inception in 1985 as the Investment Management Consultants Association, the Investments & Wealth Institute has delivered rigorous education and practical certification programs to financial advisors, wealth managers, and investment consultants. The organization currently administers certifications that include the Certified Private Wealth Advisor, the Retirement Management Advisor, and the CIMA credential.

To help advance its position in the wealth management industry, the institute also implements GEARS strategic objectives. These focus on core objectives that complement the institute’s mission to provide premier investment consulting, wealth-management credentials and world-class education to the financial industry. GEARS stands for Grow, Educate, Add Value, Relevance, and Standards, and covers objectives that range from furthering the number of certified professionals to advancing high standards and ethics.

For complete information on GEARS objectives at the institute, visit www.investmentsandwealth.org.