Jack Aldaz, CPA, CMA, MBA
Senior Associate | Director of Finance
Jack Aldaz is a Senior Associate and Director of Finance at Jacob Warren Financial Inc., where he plays a key role in integrating tax, accounting, and financial strategy into comprehensive planning for individuals and business owners.
As a Chartered Professional Accountant (CPA) with additional designations including CMA and an MBA, Jack brings a strong analytical and governance-focused perspective to client planning. His work is centered on helping clients understand the financial implications of their decisions and structuring strategies that are both efficient and sustainable over the long term.
Jack’s areas of expertise include corporate financial planning, tax-aware strategy design, and coordination with professional advisors to ensure planning recommendations align with accounting and regulatory considerations. He works closely with the broader Jacob Warren Financial team to support clients with complex financial structures, business planning needs, and long-term legacy objectives.
Known for his disciplined approach and attention to detail, Jack helps ensure that financial plans are not only well-designed, but also well-executed.