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E.J. Jaax, Cfp® Email & Phone Number
Financial Specialist | Partner
at
College Funding Secrets
1 work email found
@tactivewealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Specialist | Partner
Location
San Antonio, Texas Metropolitan Area, United States
Who is E.J. Jaax, Cfp®? Overview
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Quick answer
E.J. Jaax, Cfp® is listed as Financial Specialist | Partner at College Funding Secrets, based in San Antonio, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at tactivewealth.com and a matched LinkedIn profile for E.J. Jaax, Cfp®.
E.J. Jaax, Cfp® previously worked as Tactive | Retirement Resource Center at Tactive and Financial Planner and Wealth Strategist at The E.J. Jaax Group Llc. E.J. Jaax, Cfp® holds Bachelor'S Of Science Degree, Mechanical Engineering from Kansas State University.
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Email format at College Funding Secrets
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*@tactivewealth.com
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AeroLeads found 1 current-domain work email signal for E.J. Jaax, Cfp®. Compare company email patterns before reaching out.
Profile bio
About E.J. Jaax, Cfp®
"In America, there are two tax systems: one for the informed and one for the uninformed. Both are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” -Judge Learned HandIt isn't easy making sure you're optimizing your lifestyle for today, while at the same time preparing for tomorrow’s needs (such as retirement).The challenges and questions that come up may be...✔️ Have I saved enough money?✔️ How do I best protect my wealth?✔️ Am I overpaying taxes each year unnecessarily?✔️ How much can I take out each year in retirement without running out of money?✔️ Will I be able to leave something to my children or favorite charity?✔️ How do I coordinate my estate and legacy planning needs with the needs of today?Regardless of whether you are a business owner, executive, or a W-2 employee, my focus is to help you solve your financial challenges and eliminate your worries about finances, so that you can have the sense of well-being you desire!Having helped numerous clients with their financial needs, I have developed a unique expertise surrounding wealth protection and tax-advantaged strategies so you can: 🏆 Grow your wealth for the future🏆 Access your wealth today as needed🏆 Protect your wealth from the various risks and threats that can derail your plan🏆 So that you can have a 10-level of confidence that no matter what happens in the markets, economy, or world, you can stay on track to achieve your most important goalsWhen you’re ready to learn more about how I can help you with your money management, financial planning, retirement planning, or tax reduction strategy needs, you are most welcome to send me a message here on LinkedIn, or click on the calendar link in the Featured Section of my LinkedIn profile to schedule a quick 20-minute chat.📞 (210) 686-2900📩 ej.jaax@tactivewealth.comAdvisory services are offered through the RIA, Tactive Advisors, LLC, dba Tactive.
Listed skills include Alternative Investments, Accountability, Family Legacy Planning, Collaborative Problem Solving, and 14 others.
Current workplace
E.J. Jaax, Cfp®'s current company
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8 roles
E.J. Jaax, Cfp® work experience
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Tactive | Retirement Resource Center
Financial Planner And Wealth Strategist
CurrentWe provide planning and solutions for your financial challenges and questions, so that you can accomplish your goals and enjoy life on your own terms with those you care most about.
Mar 2018 - Present
Wealth Advisor
CurrentTactive provides individuals access to institutional quality - tactical financial strategies for a fraction of the price. Manage your investments on your time with guided resources, or work with a CFP® on your retirement income plan, effective tax savings strategies, getting the best price on college, or eliminating all you debt on a schedule that works.
Jan 2020 - Present
Former San Antonio Area Chapter President, Speaker, And Financial Literacy Educator
The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that.
May 2023 - Apr 2024
Financial Advisor
Jun 2010 - Mar 2018
General Manager
May 2006 - Jul 2009
Managing Director, Senior Engineer, Project Engineer
Dec 1981 - May 2006
3 education records
E.J. Jaax, Cfp® education
Bachelor'S Of Science Degree, Mechanical Engineering
Kansas State University
Cfp® Education And Certification Program
Kaplan University
Chartered Retirement Planning Counselor℠ Or Crpc® Professional Designation
College For Financial Planning
FAQ
Frequently asked questions about E.J. Jaax, Cfp®
Quick answers generated from the profile data available on this page.
What company does E.J. Jaax, Cfp® work for?
E.J. Jaax, Cfp® works for College Funding Secrets.
What is E.J. Jaax, Cfp®'s role at College Funding Secrets?
E.J. Jaax, Cfp® is listed as Financial Specialist | Partner at College Funding Secrets.
What is E.J. Jaax, Cfp®'s email address?
AeroLeads has found 1 work email signal at @tactivewealth.com for E.J. Jaax, Cfp® at College Funding Secrets.
Where is E.J. Jaax, Cfp® based?
E.J. Jaax, Cfp® is based in San Antonio, Texas Metropolitan Area, United States while working with College Funding Secrets.
What companies has E.J. Jaax, Cfp® worked for?
E.J. Jaax, Cfp® has worked for College Funding Secrets, Tactive, The E.J. Jaax Group Llc, The Society For Financial Awareness, and Aspect Wealth Management.
How can I contact E.J. Jaax, Cfp®?
You can use AeroLeads to view verified contact signals for E.J. Jaax, Cfp® at College Funding Secrets, including work email, phone, and LinkedIn data when available.
What schools did E.J. Jaax, Cfp® attend?
E.J. Jaax, Cfp® holds Bachelor'S Of Science Degree, Mechanical Engineering from Kansas State University.
What skills is E.J. Jaax, Cfp® known for?
E.J. Jaax, Cfp® is listed with skills including Alternative Investments, Accountability, Family Legacy Planning, Collaborative Problem Solving, Active Money Management, Financial Risk Management, Business Continuity Planning, and Asset Protection Strategies.
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