Jake Nuno, MS, CFP^®, CPWA^® EA

For more than a decade, Jake has helped clients navigate the complexities of money, emotions, and taxes with clarity, empathy, and a uniquely human touch. He specializes in guiding young wealth builders through the accumulation and growth stages of life, while also supporting families through major life transitions, including next‑generation planning, inheritance conversations, and helping clients prepare their children for the responsibilities of wealth.

Growing up in small‑town Texas as a first‑generation college graduate, Jake understands how financial uncertainty can shape a family’s story. That experience fuels his mission today: to remove fear from financial planning, provide real‑life solutions, and empower clients to live intentionally and confidently.

Jake holds a Master of Science in Personal Financial Planning from Texas Tech University and is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private Wealth Advisor®, Enrolled Agent, and licensed health and life insurance agent. He also maintains FINRA Series 7 and 66 registrations.

Previously, Jake hosted Jake of All Trades, a personal‑finance podcast available wherever you listen to podcasts, which is no longer in production. Today, he is the creator of Wealth in Context, a modern newsletter exploring the intersection of money, culture, and the emotional side of financial decision‑making.

Jake lives in San Antonio with his husband, Guillermo, and their two adored fur‑babies, Gloria and Chachita. They enjoy traveling, gardening, movies, and building a life rooted in joy, warmth, and authenticity.

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