Tax Planner
I•File, Tax Planning And Preparation Service
AeroLeads people directory · profile
Jake Nuno, Ms, Cfp®, Cpwa®, Ea Email & Phone Number
Tax Planner
at
i•file, Tax Planning and Preparation Service
2 work emails found
@youandifinancial.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Tax Planner
Location
San Antonio, Texas, United States
Who is Jake Nuno, Ms, Cfp®, Cpwa®, Ea? Overview
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Quick answer
Jake Nuno, Ms, Cfp®, Cpwa®, Ea is listed as Tax Planner at i•file, Tax Planning and Preparation Service, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at youandifinancial.com and a matched LinkedIn profile for Jake Nuno, Ms, Cfp®, Cpwa®, Ea.
Jake Nuno, Ms, Cfp®, Cpwa®, Ea previously worked as Financial Advisor at I•Financial and Paraplanner at I•Financial. Jake Nuno, Ms, Cfp®, Cpwa®, Ea holds Master Of Science, Personal Financial Planning from College Of Health And Human Sciences At Texas Tech University.
Company email context
Email format at i•file, Tax Planning and Preparation Service
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{first}@youandifinancial.com
89% confidence
AeroLeads found 2 current-domain work email signals for Jake Nuno, Ms, Cfp®, Cpwa®, Ea. Compare company email patterns before reaching out.
Profile bio
About Jake Nuno, Ms, Cfp®, Cpwa®, Ea
After more than 10 years in the financial planning field, I’ve learned a few things about helping clients manage their money, emotions and taxes to build wealth and accomplish their life’s goals across generations. My specialty is working with young wealth builders, focused on accumulation, growth and achieving life experiences. On the other end of the planning horizon, I work with many of my wealth builders’ parents, specifically helping widowers through the unique challenges of transitioning into a new phase of retirement without their life partner. I begin my process with an open ear and a blank notepad. I have no prescribed formula that I apply to each client’s situation. We are all unique in our goals, struggles and opportunities. It is important that the financial planning work I do reflects that degree of individualism. Let’s connect!Securities and Advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC(www.FINRA.org/www.SIPC.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the state of TX. No offers may be made or accepted from any resident outside this state due to various state regulations and registration requirements regarding investment products and services. i*financial is located at 1901 NW Military Hwy, Ste. 102 San Antonio, TX 78213. (P) 210-342-4346. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Listed skills include Financial Analysis, Microsoft Excel, Powerpoint, Microsoft Office, and 8 others.
Current workplace
Jake Nuno, Ms, Cfp®, Cpwa®, Ea's current company
Company context helps verify the profile and gives searchers a useful next step.
I•File, Tax Planning And Preparation Service
AeroLeads page
5 roles
Jake Nuno, Ms, Cfp®, Cpwa®, Ea work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentMy specialty is working with young wealth builders, focused on accumulation, growth and achieving life experiences. On the other end of the planning horizon, I work with many of my wealth builders’ parents, specifically helping widowers through the unique challenges of transitioning into a new phase of retirement without their life partner. I begin my process with an open ear and a blank notepad. I have no prescribed formula that I apply to each client’s situation. We are all unique in our goals, struggles and opportunities. It is important that the financial planning work I do reflects that degree of individualism.
Aug 2015 - Present
Paraplanner
Gather necessary client data to initiate financial planning process. Input client information into MoneyGuidePro financial planning software to identify financial strengths and weaknesses. Analyze and evaluate information to help determine planning recommendations. Develop planning assumptions to present to clients.Attend planning meetings with Principal to discuss and help define recommendations and complete the financial plan.Assist in presentaion of plans and annual reviews as needed.Conduct thorough market and investment research. Attend investment committee meetings to evaluate current performance of managed accounts and identify any needs for change.
May 2013 - Aug 2015
Tax Planner
Current
I•File, Tax Planning And Preparation Service
I will be adding tax planning and preparation services to my advisory practice for the 2019 tax year. Contact me for more details!
Oct 2019 - Present
Accounting Clerk
Massmutual Southwest
Provide support for business operations of the agency including accounts payable and receivable, agency management, client receptionist, and balancing of general ledger accounts.
Apr 2012 - May 2013
2 education records
Jake Nuno, Ms, Cfp®, Cpwa®, Ea education
Master Of Science, Personal Financial Planning
College Of Health And Human Sciences At Texas Tech University
Bba, Finance
West Texas A&M University College Of Business
FAQ
Frequently asked questions about Jake Nuno, Ms, Cfp®, Cpwa®, Ea
Quick answers generated from the profile data available on this page.
What company does Jake Nuno, Ms, Cfp®, Cpwa®, Ea work for?
Jake Nuno, Ms, Cfp®, Cpwa®, Ea works for i•file, Tax Planning and Preparation Service.
What is Jake Nuno, Ms, Cfp®, Cpwa®, Ea's role at i•file, Tax Planning and Preparation Service?
Jake Nuno, Ms, Cfp®, Cpwa®, Ea is listed as Tax Planner at i•file, Tax Planning and Preparation Service.
What is Jake Nuno, Ms, Cfp®, Cpwa®, Ea's email address?
AeroLeads has found 2 work email signals at @youandifinancial.com for Jake Nuno, Ms, Cfp®, Cpwa®, Ea at i•file, Tax Planning and Preparation Service.
Where is Jake Nuno, Ms, Cfp®, Cpwa®, Ea based?
Jake Nuno, Ms, Cfp®, Cpwa®, Ea is based in San Antonio, Texas, United States while working with i•file, Tax Planning and Preparation Service.
What companies has Jake Nuno, Ms, Cfp®, Cpwa®, Ea worked for?
Jake Nuno, Ms, Cfp®, Cpwa®, Ea has worked for I•File, Tax Planning And Preparation Service, I•Financial, and Massmutual Southwest.
How can I contact Jake Nuno, Ms, Cfp®, Cpwa®, Ea?
You can use AeroLeads to view verified contact signals for Jake Nuno, Ms, Cfp®, Cpwa®, Ea at i•file, Tax Planning and Preparation Service, including work email, phone, and LinkedIn data when available.
What schools did Jake Nuno, Ms, Cfp®, Cpwa®, Ea attend?
Jake Nuno, Ms, Cfp®, Cpwa®, Ea holds Master Of Science, Personal Financial Planning from College Of Health And Human Sciences At Texas Tech University.
What skills is Jake Nuno, Ms, Cfp®, Cpwa®, Ea known for?
Jake Nuno, Ms, Cfp®, Cpwa®, Ea is listed with skills including Financial Analysis, Microsoft Excel, Powerpoint, Microsoft Office, Customer Service, Microsoft Word, Estate Planning, and Investment Research.
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