Jason Park, CF2

About Jason Park

Former stockbroker. Former insurance manager. Former sales trainer. After years of winning trophies and trips, I decided to STOP SELLING. Disillusioned with our transaction-based, high-commission and inherently conflicted financial industry, I became an independent investment advisor, full-fledged financial fiduciary and holistic financial planner. I advise. I teach. I invest using Nobel Prize-winning academic research. And I help create that moment of relief when investing/insurance/estate planning/charitable giving/trust & will creation/tax management/Medicare/Social Security/long-term care/wealth transfer/omg becomes... simple. I'd love to answer any questions or point you in the right direction (and away from the sales people).
 
 
Note: 
 
I am a licensed Investment Adviser Representative (Series 66) of my Registered Investment Adviser firm. 
 
I earn no commissions when acting as an advisor. 
 
If I act as an insurance agent, commissions are generated by the insurance carrier—but I donate 100% of all commissions so I can maintain my Fiduciary position with my clients.
 
This is my attempt to eliminate conflicts of interest, by design.
 
I am Fiduciary-Only, Fiduciary-Always.
 
And I am at your service.