Jason founded Keep It Simple Financial Planning in 2015. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor℠. Jason specializes in helping clients solve retirement challenges like keeping taxes low in retirement, pre-Medicare healthcare planning, Social Security timing decisions, and post-retirement investment portfolio design so his clients can retire with confidence. After working in multiple management roles in Fortune 500 companies, Jason had many life changing events that inspired him to change careers and serve clients with their financial planning needs. Jason has a graduate certificate in Personal Financial Planning from UCLA and his bachelors degree from UC Irvine where he studied Chemistry and Political Science. He was born in San Jose, CA and now lives in Orange, CA.
Keep It Simple Financial Planning
Serving Clients in these States