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

Professional Athletes

As an NFLPA Registered Financial Advisor with 20 years’ experience, it is my responsibility to be the quarterback for all of your financial needs.

 

Dependability and Durability

Whether you’re a rookie, veteran or retired, you work very hard everyday and most likely endured an injury or two along the way. You have made, or if you’re still in the game, will continue to make meaningful contributions to your team throughout your athletic career. I also work very hard for my clients to promote financial durability and dependability in all areas of my practice.

Longevity

With each and everyone of my athlete clients, this means much more than designing a financial plan and portfolio that’s capable of enduring a wide range of market conditions. I strive to build a strong long-lasting relationship so that my clients feel secure to seek my advice for anything. For retired athletes, longevity means carefully managing their nest egg to provide for both monthly income and portfolio growth so they can live the lifestyle they earned after their career is over.

My team

With a variety of athletes in different arenas, my focus is within the NFL. My current NFL clients contact me for nearly all their financial matters for which I am available to help them at all times. I work closely with all my athlete clients and offer a high service, high value, concierge approach to wealth management. We coordinate as much of your personal finances as you require, including working with accountants, attorneys and other professionals.

We are your teammate in your financial life and look beyond standard solutions to guide you to make the right decisions. Our company is conservative by nature and our primary goal is to take care of the future of our clients and their family. We are held to a fiduciary standard which requires us to act in the best interest of my clients at all times.