OUR FIRM

Connecting with i*financial gives you access to local financial experts with a combined experience of 30 years in the financial services industry, and an average client tenure of 10+ years. We are an independent financial planning firm, which means we have no sales incentives, quotas or pressures to provide you with a specific product or service. When you work with us, we act as fiduciaries making our sole focus of putting your needs first. With access to an extensive team of experts, the latest investment research and technology, we provide you with un-paralleled comprehensive financial planning service and a unique experience.

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The i*financial team imbued a strong sense of the need to give back to the community.

In addition to serving as the board president of Child Advocates of San Antonio, Kevin is also on the board with several other non-profits in San Antonio, ranging from the arts, education, health care, animal care, and children’s issues. At the same time, Jacob serves as a board member for the Leadership Organization of Professionals (LOOP).

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We have partnered with Commonwealth Financial Network; the largest privately held brokerage firm in the United States. Founded in 1979, Commonwealth has made it their mission to help people. They are inspired to empower the goals and dreams of everyone connected to Commonwealth, including their advisors, clients and 775 Commonwealth staff. Unlike many of the Broker/Dealers in the industry, Commonwealth has remained an independent organization, owned and controlled 100 percent by its 11 managing principals.

To read more on the Commonwealth story, and why we are proud to be affiliated with them, click here.

When you work with us, you can count on getting the iAdvantage:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) We have met CFP Board requirements.
  • Independent – We have no quotas or pressures to push a financial recommendation. We only work for you.
  • Technology – Our 360 technology platform allows you to easily access your accounts and view the results.
  • Investments – Our Commonwealth connection provides you with access to stocks, bonds, mutual funds, ETFs, and much more.
  • Accredited Investment Fiduciary® (AIF®) – We understand fiduciary standards and prudent investment practices.

Look for the CFP® designation when you’re selecting an advisor. CFP®s must complete 18 hours of college-level financial planning courses, pass the CFP® certification exam and have 6,000+ hours of work experience demonstrating competence in:

  • Gathering Client Data
  • Establishing Client Relationships
  • Analyzing and Evaluating Client Finances
  • Developing and Presenting Financial Planning
  • Monitoring Financial Planning Recommendations
  • Implementing Financial Planning Recommendations

We have met these requirements and adhere to the core CFP® principles:

  • Fairness
  • Diligence
  • Integrity
  • Objectivity
  • Competence
  • Confidentiality
  • Professionalism

Click here to visit CFP® website

We are Investment Advisor Representatives (IAR) through the Financial Industry Regulatory Authority (FINRA). This regulatory department monitors and oversees professionals that sell stocks, bonds, mutual funds and other securities.

Commonwealth and National Financial Services (NFS) are members of the Securities Investor Protection Corporation (SIPC), a federal nonprofit corporation that protects customer assets in the unlikely event that a member broker/dealer–RIA should fail to meet its financial obligations. This means that if your broker/dealer–RIA should fail, and NFS fails, then cash awaiting reinvestment and all securities held in your account are protected by SIPC coverage up to $500,000 (limited to $250,000 for claims in cash). Coverage does not protect against a decline in the market value of securities.

In addition, when you open up a Commonwealth brokerage account, your funds are automatically swept into the Commonwealth’s Brokerage Account Bank Deposit Sweep Program, which provides Federal Depository Insurance (FDIC).

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