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Speak with Jason directly today by calling (714) 907-1085


Why working with a financial expert in your niche is so important.


The world today can be chaotic, confusing and noisy. Not enough information for wise decisions has turned into too much information from frequently unreliable sources. Volume goes up, reason goes down, and action becomes inconsistent, or worse, paralysis set in. With 20 years of experience, I have lived and managed through the minefields of the markets. Experience has taught me discipline. From discipline comes principles and from principles: a process.


  • Principles are non-negotiable
  • They don’t care what you know until they know you care
  • If you fail to plan, you plan to fail
  • Human behavior drives consumption
  • Cash flow trumps volatility


  • Look for Big Knowable Themes
  • Identify Choke Points™
  • Target “Best of Class”
  • Capture Cash Flow
  • Seek to Manage Risk
  • Focus on the Personal Index