Jason King

Jason King CFP®, EA

Financial Advisor

Jason King is a well-rounded financial, tax, and investment advisor that has a passion to deliver guidance that instills confidence in his clients' financial wellbeing.

Knowing that when it comes to your financial life, true success is not just achieved – it’s sustained. He seeks to provide personalized service to help build and preserve wealth, create a lasting legacy, and implement income strategies that empowers his clients to live their life's ambitions.

Always pursing the knowledge needed to help those in need, Jason has earned his Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNERTM, Enrolled Agent, Series 7, 24 & 66, as well as, the Life and Health Insurance licenses. This is furthered by his continued education through these designations and membership to The Financial Planning Association (FPA).

When Jason is not working, he enjoys spending his time with his long-term girlfriend, Kelsey, traveling, hiking, rock climbing, scuba diving and snowboarding.


    Certified Financial Planner (CFP®)

  • Most people think all financial planners are “certified”, but this isn’t true. Anyone can use the title “financial planner”. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care when providing financial planning services, a CFP® professional is required to act in your best interest. 

    That difference is a CFP® professional—backed by rigorous training—acting as a coach and counselor who can help incorporate all aspects of one’s finances into a personalized roadmap that inspires trust and confidence, today and tomorrow. 

    The Code of Ethics and Standards of Conduct reflects the commitment that all CFP® professionals make to high standards of competency and ethics. The cornerstone of the Code of Ethics and Standards of Conduct is a CFP® professional’s obligation to act as a fiduciary, and therefore, act in the best interests of the client at all times when providing financial advice. 

We help build, manage, preserve and transition wealth

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