JASON

When Jason is not working, he focuses on spending time with his family. He enjoys lake life in the summer, as well as everything sports. From hitting the links with his sons, to playing hoops on the hardwood, leading an active lifestyle plays an important role in who Jason is. Jason is a firm believer in the mantra, "healthy body, healthy mind."... Jason strives to provide the highest level of financial services available by helping his clients identify and prioritize their goals, offering guidance specific to their needs, and implementing the strategies that are in their best interest... Jason works with individuals and businesses, with a focus on providing wealth management services and financial education to meet the retirement needs of those who serve and build our communities;

Primary location: San Diego United States