Jason Benedetti, CFP®
Investment Advisor Representative
California Insurance License #: 0106268
Jason Benedetti has built a successful practice over the past 15 years. He meets with new and existing clients on case design and portfolio analysis with contemporary and innovative wealth management strategies. One of Jason’s passions is educating his clients so they are able to make more informed financial decisions. He has combined this passion with his love of sports as a NFLPA Registered Player Financial Advisor helping players make wise decisions during and after their playing careers.
His areas of focus include:
| Protection Strategies | Investment | Business Planning |
| Life Insurance | Asset Allocation | Corporate Benefits |
| Disability Income Insurance options | Risk tolerance | 401(k)/ Retirement Plans |
| Long-term care insurance | Educational Funding | Executive Bonus Programs |
| Business succession | At Workplace Educational Seminars | |
| At Workplace one-on-one Planning Meetings for Employees | ||
| Tax Planning | Retirement Strategies | Estate Strategies |
| Business ownership | 401 (k) & IRA Rollovers | Asset ownership |
| Non-Qualified investment planning | Retirement distributions | Trust |
| Tax reduction strategies | Pre-59 ½ strategies | Trust funding |
| Tax deferral methods | Social Security | Charitable giving strategies |
| Risk Tolerance transistions |
Licenses and Designations
Jason has earned Series 6, 7 and 63 securities and Life/Health licenses. He is licensed to manage assets in most states and is a perennial Conference and Million Dollar Round Table qualifier.
Personal
Jason is a graduate of Arizona State University with a Bachelor’s degree in Economics. He has been married to his beautiful wife, Joanna, for 14 years. They have 5 children and live in Mesa, AZ.