Jacob Rivas's Location
San Antonio, TX, US
Jacob Rivas's Work
- Financial Advisor @ i•financial
- Paraplanner @ i•financial
- Tax Planner @ i•file, Tax Planning and Preparation Service
- Accounting Clerk @ MassMutual Southwest
Jacob Rivas's Education
- Texas Tech University College of Human Sciences
Master of Science (Personal Financial Planning)
- West Texas A&M University College of Business
BBA (Finance)
Jacob Rivas's Skills
- Leadership
- Estate Planning
- Microsoft Office
- College Education Planning
- Investment Research
- Microsoft Word
- Project Management
- PowerPoint
- Investments
- Microsoft Excel
Jacob Rivas's Summary
Jacob Rivas, based in San Antonio, TX, US, is currently a Financial Advisor at i•financial, bringing experience from previous roles at i•financial, i•file, Tax Planning and Preparation Service and MassMutual Southwest. Jacob Rivas holds a Master of Science in Personal Financial Planning @ Texas Tech University College of Human Sciences. With a robust skill set that includes Leadership, Estate Planning, Microsoft Office, College Education Planning, Investment Research and more, Jacob Rivas contributes valuable insights to the industry. Jacob Rivas has 2 emails on RocketReach.
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