Jason Benedetti, CFP®

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.

Phone (480) 638-2138
Fax (480) 638-2200