Jason Gittins, CFP®
Director of Advisory Services, Managing Partner, Wealth Advisor
“Consistency and discipline are critical characteristics of long term success. Don’t underestimate what you can achieve.”
JOIN DATE: 1997
CONTACT: jason@willowcreekwealth.com
My financial career began at Willow Creek more than two decades ago, and I am incredibly proud of the team we have built and continue to grow. In my experience, it takes both patience and enthusiasm to encourage clients to share their dreams, goals, and money-management concerns, and I truly enjoy the conversations I am able to have with clients about the thoughtful investing and disciplined planning that are critical to financial success.
My core area of expertise and interest is around tax planning, and I see every interaction with clients as an opportunity to demonstrate our value as advisors and convey our respect and appreciation for the relationship we have built together.
I am also proud to support our amazing community through volunteerism, and I have served on various nonprofit committees, including Ceres Community Project Board of Directors, Food for Thought, Sonoma County Community Foundation’s Professional Advisory Group, Sixth Street Playhouse, and NorCal Public Media/KRCB Investment Committee.
ON A PERSONAL NOTE: I am a lifelong Sonoma County resident, and I live in Santa Rosa with my family. I enjoy running, biking, and hiking in Annadel State Park.
EDUCATION:
- BA, Sonoma State University
- CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
Read the latest from Jason
Should I Stay or Should I Go? Six Tips for Real Estate Moves
Originally published in North Bay Business Journal Interest rates continue to be on everyone’s minds these days, and with good reason: The Fed has raised rates a total of six times this year in an effort to combat inflation. With mortgage rates hovering around 20-year highs and the housing market softening, what is the most […]
Read More… from Should I Stay or Should I Go? Six Tips for Real Estate Moves
Seven Critical Questions to Ask a Financial Advisor
Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]
Read More… from Seven Critical Questions to Ask a Financial Advisor
Don’t Let Market Highs Get You Low (or Vice Versa)
Originally published in North Bay Business Journal “All-time market high.” Depending on what kind of investor you are, that phrase can elicit emotions ranging from abject fear to utter joy. And given the market volatility of the past year, some investors can’t figure out how to feel. Is a market high good or bad? Am […]
Read More… from Don’t Let Market Highs Get You Low (or Vice Versa)
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