JASON TAFOYA, CFP®, AIF®

Q&A with Jason

What do you find most enjoyable about your work?

I enjoy the journey of getting to know clients and their families. The resulting long-term relationships allow me to create a personal connection while empowering them with confidence to achieve their dreams and goals.

Why did you decide to work in this field?

I love solving puzzles. For me, being a financial planner is a lot like solving puzzles. Each person has their own pieces to work with and their own vision of the final picture. Tax codes and other regulations are the rules of this game. I get to help them put those pieces together and celebrate the milestones as we work through the unknowns.

What is the thing you are most proud of?

As a lifelong learner, I am probably most proud of obtaining my CERTIFIED FINANCIAL PLANNER™ professional credential. It was a big sacrifice to obtain. The credential has allowed me to ultimately create a financial planning practice I am extremely proud of and sets me apart from most advisors in the industry.

What is something most people don’t know about you?

Most people don’t know I have been in 7 weddings as an usher, groomsman, reader, best man (twice), man of honor, and officiant. All of them were an honor and a memory I will always treasure.

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Biography

Jason started his career in the financial planning industry in 2010 working with clients implementing tax planning strategies, retirement planning, estate planning, managing risk, and investing assets.

In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Jason is also an Accredited Investment Fiduciary® Designee and holds his Series 66 securities license.

Although Jason is highly credentialed, it is very important to him that financial planning be personal. He understands that financial decisions are quite often driven by multifaceted experiences. He helps clients by balancing goals, constraints, and preferences by discussing tradeoffs between risk vs return, today vs tomorrow, and self vs others in financial decisions.

Before entering the financial planning industry, Jason worked almost 13 years at Microsoft Corporation as a Program Manager, moving on to spend several years running his own consulting business.

As a lifelong resident of Washington State, Jason loves the Pacific Northwest and its diverse environment and population. Away from the office, Jason enjoys traveling, hiking, photography, home improvement projects, reading, and other personal growth opportunities.

Education

Jason earned his Bachelor of Arts degree in Business Administration from Western Washington University and his Masters of Business Administration from the University of Phoenix.


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Email Jason

Please take care not to include any information that is confidential or sensitive. Details of your financial picture can be discussed in person or over the phone.


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As CERTIFIED FINANCIAL PLANNER™ professionals, we have the unique opportunity to develop deeper connections with our communities. Because our work enhances personal growth, professional development, and financial or business success, it’s easier to see how our success is intertwined with other people’s success. The CFP Board recognizes the value of this contribution and encourages all…

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