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“As your CERTIFIED FINANCIAL PLANNER™ practitioner**, I believe support and understanding are the cornerstones of a successful long-term relationship. One of the critical components of my investment philosophy is managing risk levels to help withstand market declines. We’ll work together to tailor a personal investment strategy to fit your unique goals.”
Jason specializes in assisting members with retirement planning, particularly DROP programs, Deferred Compensation Plans and 401(k) rollovers. His in-depth knowledge of retirement and pension plans for many fire departments help him create personalized financial plans. Additionally, he can tailor college savings accounts, tax-deferred accounts and estate planning strategies.
Education and Experience
Jason earned a Bachelor’s degree in Business Economics from the University of California, Santa Barbara and obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board. He has worked in the financial services industry since 1997 and joined Firefighters First Credit Union in 2004.
Jason is a licensed and registered securities representative in AL, AK, AZ, AR, CA, CO, FL, GA, HI, ID, LA, ME, MA, MI, MO, MN, MT, NE, NV, NM, OH, OR, PA, SC, SD, TX, UT, VA and WA through CUSO Financial Services, L.P. (CFS). He holds his Series, 7, 9/10, 63 and 65. Jason is also insurance licensed in AZ, CA and ID.
In his spare time, Jason enjoys both hiking and camping. His other passions include painting, movies, travel, music, and hockey.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax or legal guidance. For such guidance please consult with a qualified professional.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.