“Consistency and discipline are critical characteristics of long term success. Don’t underestimate what you can achieve.”
JOIN DATE: 1997
One of Willow Creek’s long-standing team members, Jason’s financial career began at Willow Creek more than two decades ago; he has been shaping our team dynamics with his energy and enthusiasm ever since. Jason’s patient approach encourages clients to express their dreams, goals and money-management concerns and eases their way into conversations about the thoughtful investing and disciplined planning that is critical to their financial success.
Jason joined Willow Creek in 1997 shortly after receiving his bachelor’s degree in finance from Sonoma State University. He is a CERTIFIED FINANCIAL PLANNER™ professional. An avid community volunteer, he has served on various nonprofit committees, including Food for Thought, Sonoma County Community Foundation’s Professional Advisory Group, Sixth Street Playhouse. Currently, Jason serves on the Ceres Community Project Board of Directors, the Redwood Empire Estate Planning Council Board and is a member of KRCB’s Investment Committee.
ON A PERSONAL NOTE: Jason is a lifelong Sonoma County resident, and currently lives in Santa Rosa. He enjoys running, biking and hiking in Annadel State Park.
There has been a lot in the news recently about major investment brokerage firms eliminating trading fees. In the past, buying and selling stocks could be expensive – as much as $50 in commission fees to trade. Now, most of the major brokerage firms are advertising commission-free online trading for U.S stocks, exchange-traded funds (ETFs), […]
“Blood bath,” “Sell off,” “Spooked investors,” “Wild session,” “Stocks plunge,” “Crazy market swings.” These are just a few of the sensational phrases the financial media used last year to describe stock market activity. As a certified financial planning practitioner for over 20 years, I would argue that when the media reports hourly (or even daily) […]
If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]