Jake Kagele AZ
Managing Director in Tucson, Arizona
As managing director of NOVA Financial Services in Tucson, AZ, Jake Kagele provides a range of financial services for a dedicated client base of high-net-worth individuals and organizations. His areas of expertise include the development and management of trusts, endowments, and company retirement plans. Before settling in greater Tucson, AZ, in the late 2000s, Jake Kagele attended the Wharton School of the University of Pennsylvania, where he secured both a certified investment management analyst designation and an endowments and foundations certificate. Over the course of his career, he has also obtained health and life insurance licensure as well as multiple investment adviser representative/securities agent licenses through the Financial Industry Regulatory Authority.
When not busy at NOVA Financial Services, Jake Kagele volunteers his time as a board director with the Blair Charity Group and a member of the Salpointe Foundation Investment Committee. He also holds active membership in both the Investment Management Consultants Association and the Investments and Wealth Institute.