Jake Rivas, MS, CFP®

Jake Rivas, MS, CFP | i•financial

Jake Rivas, MS, CFP®

Financial Advisor

Phone: 210-342-4346

Email: jake@youandifinancial.com

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Not your typical financial planner, Jake Rivas’ obsession with wealth management emerged from his experience putting himself through college. This helped develop his passion for helping millennials make smart, educated choices with their money.


Growing up in Lubbock, Texas meant memories of more than just cowboy boots, tumble weeds and sand storms. It meant realizing that money could be a source of anxiety for many families, including his own. He believed if he could learn to tackle managing finances, then he could take away some of the worries of being an adult. Now his mission is to take the fear out of financial planning and provide real life solutions for the clients he serves.


Jake’s magnetic personality is a perfect fit for his bi-weekly podcast, where he hits the coffee shops and restaurants to interview millennials about the financial challenges they are facing. Very active on social media, Jake uses these new media lines of communication to connect with millennials and young families to make financial advice and planning accessible, fun and easy to understand.


A graduate of Texas Tech University, Jake holds a Master of Science in Personal Financial Planning, and is a CERTIFIED FINANCIAL PLANNER™, Professional. He is also a licensed health and life insurance agent with his FINRA series 7 and 66 securities licenses.


Jake has two beautiful cocker spaniels. He enjoys running half marathons, swimming, and the local live music scenes in San Antonio and Austin. He serves on the board of directors for LOOP, a leadership organization for young professionals. He also curates financial education seminars to local universities and small businesses. He is a selfless community volunteer and works hard to be committed to serving several non-profit organizations.