Jason is a Financial Advisor and Director of Retirement Plans for Capital Planning Advisors. He is passionate about simplifying the complexities associated with qualified retirement plans and nonqualified executive benefit plans for fiduciaries and participants. He brings over two decades of extensive experience dedicated to serving plan sponsors from small to large markets and delivering education campaigns focused on preparing participants for retirement.

Jason earned his Bachelor of Science degree in finance from the Roger Williams University Gabelli School of Business in Bristol, Rhode Island with a concentration in mathematics and a minor in computer science. In demonstrating his ongoing commitment to clients, Jason is an advocate of continuing education and currently maintains the Professional Plan Consultant (PPC®), Chartered Retirement Plans Specialist (CRPS®), Accredited Investment Fiduciary (AIF®), Certified Health Savings Adviser (CHSA®) and Accredited Asset Management Specialist (AAMS®) designations. He also has FINRA Series 65 registration and the California Department of Insurance life, accident and health licenses.

Beyond the retirement plan industry, Jason takes every opportunity to spend time with his wife and two sons. Whether he’s fly fishing local rivers, skiing or camping, he cherishes time spent with family and friends. In the past, he served as a trustee for the Elks organization and a board member for the First Tee of Greater Sacramento.