Jason has been helping people in the area of personal finance for over 25 years. As an independent financial advisor, Jason has worked with industry leaders, developing a consistent process to deliver, customized, tax-advantaged wealth strategies. He has a comprehensive consultative approach to client-centered planning. Jason leads a team of tax & financial professionals working at his practice with over 60 years combined professional experience, and has over $250MM in assets under advisory. He has written and produced content for various media and been a guest on many radio programs since becoming securities licensed in 1997.
An emerging leader in the area of financial planning, Jason has extensive experience in the independent world of the financial services industry, having served as director of operations for an advisory firm where he built the firm's financial planning process.
Jason is a graduate of Saint Mary's College, has earned a post-graduate diploma from UC Berkeley, and a master's degree from University of London. He is a Certified Financial Planner™ professional, and an Enrolled Agent.
Jason resides in the East Bay with his wife and business partner Sonia and their two young daughters. He enjoys golf, running short distance triathlons, & exploring the natural beauty of the Bay Area by hiking many local trails. Jason is not only his daughters' biggest fan when it comes to soccer, but he has also proudly coached each of them and their teams at different times. Travel has always been a passion of his and he loves now seeing the world through the youthful eyes of his daughters.
Specialties include: Retirement Income Distribution Planning; Tax-Sensitive Investment Strategies; Wealth Management for Small Business Owners