JASON TAFOYA, CFP®, AIF®
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. Jason earned his Bachelor of Arts degree in Business Administration from Western Washington University and his Masters of Business Administration from University of Phoenix.
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.