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Every two weeks, I'll be interviewing guests and giving my professional perspective on their unique financial situations. We'll tackle all those real financial obstacles that many of us encounter, and how to get past them.
I’m Jake Rivas, a CERTIFIED FINANCIAL PLANNER™ professional in San Antonio, Texas, and I love to help people work through financial problems. Your financial life is meaningful, significant, and important. It should receive the true attention it deserves. I can help to educate, motivate, and empower you to make decisions about your finances that are always in your best interest.
As a Millennial, I understand what it’s like to just begin your career, to buy your first home, or to enroll in a 401(k) for the first time. I get it, and I can help. The early stage of your career is the time when your financial choices can make the most impact. It is up to you to determine if that impact will be positive or negative. My approach to financial planning is a bit different than traditional advice. I want the process to feel as comfortable and judgment-free as possible. Which is why I won’t be showing up to our meetings in a suit and tie. This can be a very emotional, challenging, and frustrating process, but it can also be extremely rewarding. We will work together to scenario plan, envision dreams, and face realities. Together, we can create the financial future you dream of.
This communication strictly intended for individuals residing in the states of AR, CA, CO, CT, DC, DE, GA, IL, LA, MD, NC, NE, NM, NY, PA, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. www.finra.org/www.sipc.org. Fixed insurance products and services offered through CES Insurance Agency.