Published: Business Professionals Describe the Value of CIMA Certification
A member of the Salpointe Foundation investment committee, Jake Kagele is an engaged member of his local community. Jake Kagele provides financial services for individual clients and corporations as a managing director at NOVA Financial Services in Tucson, AZ.
NOVA Financial Services provides comprehensive wealth management services to high net worth individuals and organizations. The company, which employs a fee-based approach to financial planning, offers expertise in a range of areas that include portfolio management, tax advice, and individual retirement planning.
NOVA helps clients with individual retirement planning by creating a customized strategy that best suits their needs and goals. In addition to addressing common retirement concerns, NOVA helps clients navigate investment options, handle employer plans, and develop action steps leading up to retirement. Moreover, the firm helps clients determine how long their assets will last through retirement.
For additional information on these individual retirement planning and other financial services offered by NOVA, visit www.yourfuturebynova.com.