Director, Wealth Advisor Relations
As Director, Wealth Advisor Relations for The San Diego Foundation, Jason serves as a subject matter expert and resource to wealth advisors across the San Diego area on opportunities to incorporate charitable giving strategies into the financial and wealth management plans of their clients.
Through this position, Jason values the opportunity to drive change within the community by helping clients define their charitable giving goals, contribute assets in a tax-efficient manner, identify strategic giving options, and construct charitable gifts that enable them to connect their values with their actions. Jason is committed to and passionate about helping wealth advisors build successful practices and deepen their client relationships through charitable planning and delivering education on the advantages of various charitable vehicles and donor-advised fund growth.
Prior to joining The Foundation, Jason was SVP of Business Development at Cetera Financial Group. In this role, he partnered with wealth advisors delivering guidance on financial planning strategies, revenue growth, investment management, due diligence and digital advice solutions.
Jason earned a bachelor’s degree in business administration from Point Loma Nazarene University, and is a graduate of The Wharton School, Securities Industry Institute. He also holds Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF) designations and FINRA Series 7, 24, 31, 57 and 63 licenses.