The managing director of NOVA Financial Services in Tucson, AZ, since 2009, Jake Kagele creates custom approaches to investment management for high net worth individuals and corporations. Jake Kagele of Arizona (AZ) holds a Certified Investment Management Analyst certification, which is administered by the Investment Management Consultants Association (IMCA), now called the Investments & Wealth Institute.

1. EXCEPTIONAL ADVISOR
TOOLKIT FOR ADVISORS
AND CLIENTS
JAKE KAGELE

2. INTRODUCTION
 The managing director of NOVA Financial Services in Tucson, AZ, since 2009,
Jake Kagele creates custom approaches to investment management for high
net worth individuals and corporations. Jake Kagele of Arizona (AZ) holds a
Certified Investment Management Analyst certification, which is administered
by the Investment Management Consultants Association (IMCA), now called
the Investments & Wealth Institute.
A premier educational provider and certification board, the Investments &
Wealth Institute offers an extensive catalog of online courses for investment
consulting and wealth management professionals. Additionally, the
organization offers the Exceptional Advisor Toolkit to help professionals
showcase their training and credentials. Based on extensive research, the
toolkit includes institute-produced brochures and communication templates,
as well as articles and videos to help advisors educate clients about their
specific expertise. The toolkit also offers quizzes and articles created by the
Investment & Wealth Institute to answer common investor questions. To
access the Exceptional Advisor Toolkit, visit the Investments & Wealth Institute
website at www.investmentsandwealth.org.