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As Director, Wealth Advisor Relations for 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.
On August 9, 2022, we awarded $838,704 in Opening the Outdoors grants to 24 nonprofit organizations that offer equitable access to outdoor spaces in San Diego County.
“San Diego Foundation is proud to once again support its partners committed to increasing community-driven efforts to enhance accessible outdoor space, encourage youth to learn more through hands-on education and create the next generation of environmental stewards in the San Diego region,” said Christiana DeBenedict, SDF Director of Environment Initiatives.
This year’s grantees will help address these inequities and enhance access to the outdoors throughout San Diego County.
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