Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Jason began his career in the financial services industry in 1997 with American Express Financial Advisors after graduating from the University of Texas at Austin. Committed to his clients’ financial well-being, he ensures that they understand their options and that they are in a position to make well-informed decisions. His effectiveness as a communicator assures that his clients are constantly apprised of their financial situation. He empowers his clients by providing them with easy-to-understand information so that they no longer feel intimidated by the “financial maze” we live in today. In addition to being a fiduciary, Jason holds numerous licenses and has served as a Wealth Consultant for a wide range of individuals and entities, including but not limited to: U.S. Navy, the City of San Diego, athletes, municipalities, entertainers, local banks and large corporations. His areas of specialty include: - Investment Management - Tax Reduction Strategies - Retirement Planning - Employee Education - Business Consulting - 401k Plans - Stock Options - Asset Protection n addition to his career, Jason serves his community through various service activities including the Polinsky Center for Children, American Diabetes Association, the Susan G. Komen Foundation, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.