A credentialed financial advisor in Tucson, AZ, Jake Kagele provides key services for high-net-worth individuals and corporations in his role as the managing director of NOVA Financial Services. AZ resident Jake Kagele is a member of the Investments & Wealth Institute (formerly called the Investment Management Consultants Association, or IMCA).
A premier educational provider and certification board, the Investments & Wealth Institute is committed to upholding high standards of investment consulting and wealth management. The organization’s Annual Conference Experience invites the world’s top financial advisors to attend more than 60 educational sessions and participate in interactive labs and breakout sessions.
The four-day event features presentations by national thought leaders Adam Grant, a psychology professor and best-selling author; and Marci Rossell, a journalist and economist. The 2019 Annual Conference Experience will be held May 5-8 at the Aria Resort and Casino in Las Vegas. For more information, visit investmentsandwealth.org.
