For almost three decades, Jason has been well-regarded in the financial industry. He is currently a Managing Partner at StrateFi. Prior to StrateFi, Jason worked at Wells Fargo Advisors and Smith Barney.
He works closely with physicians, attorneys, engineers, and business owners, assisting them in retirement and wealth management. Jason graduated from the University of California at Berkeley where he studied business, finance, and architecture.
Jason holds many registrations. These registrations give him the ability to recommend many types of investments based on each client's individual situation. He feels strongly about constructing an investment plan first, which details each client's individual goals and objectives. Jason can help the client decide on the appropriate investments for a personalized plan.
Jason is the former Vice President of Finance for the CAL (UC Berkeley) Alumni Association and is still involved with the local alumni club.
He is an active member of his community and used to coach baseball at Corona Del Mar High School. Jason is the former chair of the Witte Lecture Series and the Making Memories for Children Series at the Newport Beach Public Library Foundation. Jason is also an Honorary Sergeant for the Washoe County Honorary Deputy Sheriff’s Association.
Born in Southern California, Jason now splits time between the Lake Tahoe/Reno area and Orange County. Jason is married to Donna, and is very proud of their daughter, Savannah. When not in the office, he enjoys sports, reading, and spending time with his family and friends as well as coaching Savannah’s softball team.
– NV Insurance License # 3260407
– CA Insurance License #0B96672.
– Resident State: NV.
– License(s): 7, 63, 65, 31 held through LPL Financial, Insurance
