Bio: I'm a CPA, Wealth Advisor. I own a wealth mgmt firm and educate and advise clients on financial planning, investments, taxes, and estate planning.
Bio: Making a difference in others’ lives is what makes Jason tick; whether at home with his family, amongst friends, at CMP, or with partners and clients.
Bio: Specializing from San Francisco to Silicon Valley, and focused on wealth building, helping families and investors buy, sell and invest in real estate
Bio: As a former Marine, I've carried my ethos of service into the mortgage world, aiding veterans and mentoring loan officers to uphold the American dream