Jason J. Hamilton, Cfp®

Jason J. Hamilton, Cfp® Email and Phone Number

Neuroscience-backed financial planner empowering individuals to become powerful wealth managers. @ Keep It Simple Financial Planning
333 City Blvd W,
Jason J. Hamilton, Cfp®'s Location
Orange, California, United States, United States
Jason J. Hamilton, Cfp®'s Contact Details

Jason J. Hamilton, Cfp® work email

Jason J. Hamilton, Cfp® personal email

n/a
About Jason J. Hamilton, Cfp®

Jason J. Hamilton, CFP®, CRPC®, CBDA, a CERTIFIED FINANCIAL PLANNER™ professional and neuroscience-backed peak performance coach, is transforming lives through his unique approach to financial planning and wealth management.Jason is the founder of Keep It Simple Financial Planning, an award-winning registered investment advisor founded in 2016. As a career changer, Jason built his financial firm from zero to multi-six figures in recurring revenue in just a few short years, utilizing cutting-edge digital marketing tactics. His Facebook group, Your Retirement Coach, is one of the largest and most active online forums for financial education.Jason is also the founder of Keep It Simple Wealth Academy, where he brings his knowledge and insights from coaching high-net-worth investors and building his business to first-generation wealth builders. His mission with the wealth academy is to help new investors shift their relationship with money, get into flow with their wealth, and become powerful wealth managers.Jason's passion for making a lasting impact extends beyond his clients. He actively contributes to his family's nonprofit, IDEAL CDC, by providing financial education to first and second-generation immigrant families, serving as a board member, and acting as the Head of Family Financial Coaching.Jason J. Hamilton's unique approach to financial planning, combining neuroscience and wealth management, sets him apart in the industry. By empowering his clients to become powerful wealth managers, Jason is on a mission to help first-generation investors transform their relationship with their personal health and financial lives.

Jason J. Hamilton, Cfp®'s Current Company Details
Keep It Simple Financial Planning

Keep It Simple Financial Planning

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Neuroscience-backed financial planner empowering individuals to become powerful wealth managers.
333 City Blvd W,
Jason J. Hamilton, Cfp® Work Experience Details
  • Keep It Simple Financial Planning
    Keep It Simple Financial Planning
    Orange, Ca, Us
  • Keep It Simple Financial Planning
    Certified Financial Planner™ /Investment Advisor Representative/Fiduciary Financial Planner
    Keep It Simple Financial Planning Feb 2015 - Present
    We help our clients retire with confidence.
  • Instituto De Avance Latino Community Development Corporation (Ideal Cdc)
    Head Of Family Financial Coaching
    Instituto De Avance Latino Community Development Corporation (Ideal Cdc) Jan 2015 - Present
    Our IDEAL Wealth Academy financial literacy program is designed to serve low-moderate income families in East Los Angeles and surrounding areas.
  • Target
    Executive Team Leader-Sales Floor
    Target Oct 2015 - Sep 2016
    Minneapolis, Mn, Us
    Led and managed a team of 5 team leaders and 40 team members. Responsible for 25+ million in sales.
  • Carmax
    Sales Manager
    Carmax Jul 2009 - Sep 2015
    Richmond, Virginia, Us

Jason J. Hamilton, Cfp® Education Details

  • Ucla
    Ucla
    Financial Planning And Services
  • Uc Irvine
    Uc Irvine
    Political Science And Government

Frequently Asked Questions about Jason J. Hamilton, Cfp®

What company does Jason J. Hamilton, Cfp® work for?

Jason J. Hamilton, Cfp® works for Keep It Simple Financial Planning

What is Jason J. Hamilton, Cfp®'s role at the current company?

Jason J. Hamilton, Cfp®'s current role is Neuroscience-backed financial planner empowering individuals to become powerful wealth managers..

What is Jason J. Hamilton, Cfp®'s email address?

Jason J. Hamilton, Cfp®'s email address is ja****@****ial.com

What schools did Jason J. Hamilton, Cfp® attend?

Jason J. Hamilton, Cfp® attended Ucla, Uc Irvine.

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