Jason J. Hamilton, Cfp® Email and Phone Number
Jason J. Hamilton, Cfp® work email
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Jason J. Hamilton, Cfp® personal email
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.
Keep It Simple Financial Planning
View- Website:
- keepitsimplefinancial.com
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Keep It Simple Financial PlanningOrange, Ca, Us -
Certified Financial Planner™ /Investment Advisor Representative/Fiduciary Financial PlannerKeep It Simple Financial Planning Feb 2015 - PresentWe help our clients retire with confidence.
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Head Of Family Financial CoachingInstituto De Avance Latino Community Development Corporation (Ideal Cdc) Jan 2015 - PresentOur IDEAL Wealth Academy financial literacy program is designed to serve low-moderate income families in East Los Angeles and surrounding areas.
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Executive Team Leader-Sales FloorTarget Oct 2015 - Sep 2016Minneapolis, Mn, UsLed and managed a team of 5 team leaders and 40 team members. Responsible for 25+ million in sales. -
Sales ManagerCarmax Jul 2009 - Sep 2015Richmond, Virginia, Us
Jason J. Hamilton, Cfp® Education Details
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UclaFinancial Planning And Services -
Uc IrvinePolitical 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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