About Jason

I am Jason, a certified financial planner with 30 years of experience specializing in Medicare. I hold a BBA/Finance degree from Texas A&M University and originally hail from Texas. In 2017, I moved to Southern California with my wife Daniela, and we operate our agency as a team. I am passionate about helping seniors understand their Medicare coverage and making sure they receive the best care and help possible. I joined my current agency due to their strong support and training, and I take pride in treating my clients like family, adhering to my philosophy of "Client for Life." Outside of work, my wife and I enjoy staying active by playing golf, skiing, biking, hiking, and traveling.
Recognition & Highlights
🏅 30+ Years Experience
Certified Advisor

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