Jason Mcgarraugh, Cfp® Email and Phone Number
Jason Mcgarraugh, Cfp® work email
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Jason Mcgarraugh, Cfp® personal email
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Jason Mcgarraugh, Cfp® phone numbers
Jason McGarraugh currently lives in Fulshear, TX with his wife Liz and daughters Morgan and Milena. Jason has more than 20 years of experience guiding clients towards financial success. With a Master's degree in Financial Planning and a CFP® certification, he is focused on developing personalized plans that align seamlessly with the financial aspirations of his clients.Jason is a Wealth Advisor at BentOak Capital and leverages his extensive experience to provide comprehensive financial planning services to high-net-worth individuals and families. He remains dedicated to helping clients navigate complex financial landscapes, which leads to informed decisions to secure their financial futures.Mr. McGarraugh's outstanding contributions have earned him the Distinguished Alumni Award from Texas Tech University and a coveted spot on the InvestmentNews 40 Under 40 List. His expertise lies in comprehensive financial planning, encompassing retirement strategies, asset management, and insurance planning, ensuring the financial well-being of clients at every stage of life.Beyond client interactions, Jason actively contributes to the community through mentorship programs and contributions to financial planning literature. Serving as the Public Relations Chairperson on the Houston Board of Directors and being a founding member and past President of the Texas Tech Personal Financial Planning Alumni Advisory Board reflect his passion for advancing the industry. His insights have been featured in reputable publications such as the Houston Chronicle, Reuters, USA Today, and the New York Times. He has made significant contributions to two distinguished books in his mission to advance the industry. His insights and expertise can be found in "The Art of Practicing and the Art of Communication in Financial Planning" by Sid Mittra and "Financial Counseling" by Dr. Dorothy Durband. These collaborative endeavors have provided him with the opportunity to share valuable perspectives, contributing to the ongoing discourse within the financial planning community. Jason takes pride in being part of these publications, playing a role in advancing knowledge and understanding of effective financial practices and communication strategies.Jason's journey to success began in Perryton, Texas, where he graduated from Perryton High School. He holds a BBA in Finance from the Texas Tech University - Rawls College of Business. He holds a MS from the prestigious Texas Tech University - School of Financial Planning.
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Wealth AdvisorBentoak Capital Jan 2024 - PresentWeatherford, Texas, Us
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Wealth AdvisorLpl Financial Jun 2006 - PresentSan Diego, Ca, Us -
MemberFpa 2001 - PresentHouston Vision Statement:In our interactions with one another, we are committed to honesty, integrity, and open communication. Through the spirit of service, we foster stewardship and the development of recognized knowledge and competence.Houston Mission Statement:The Financial Planning Association of Houston champions the value of the financial planning process and advances the financial planning profession with the CFP© mark as its cornerstone.FPA of Houston seeks to:•Foster competent, committed and ethical members;•Provide educational and networking opportunities to assist members in their efforts to achieve personal and professional fulfillment;•Build and retain a growing membership with a shared vision; and•Help people recognize the value of the financial planning process as a way to achieve their goals and dreams.
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Wealth AdvisorYour Wealth Guardian Nov 2020 - Jan 2024Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Certified Financial Planner ™ PractitionerNeal Financial Group Jun 2006 - Dec 2023I work with my planning assistant Kimberly Cushman, to provide comprehensive financial planning services to our clients. We specialize in Retirement Planning, Asset Management and Insurance Planning.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. “For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above." Financial Planning offered through Neal Financial Group, a registered investment advisor and separate entity from LPL Financial."Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."“For a list of states in which I am/we are registered to do business, please visit www.nealfinancial.com .”
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MemberFpa Nexgen 2007 - Mar 2018Dublin, IeVision Statement“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.”Mission Statement“NexGen is intended to be a community of the next generation of financial planners.”NexGen strives to provide members with a network that serves to:•Support, advise and encourage one another in our professional advancement•Promote, foster and direct programs that aid in knowledge transference•Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives -
Member And Past PresidentTexas Tech University Personal Financial Planning Alumni Advisory Board Aug 2011 - Aug 2017MissionThe Board’s primary aim is to promote and support the Personal Financial Planning (“PFP”) program at Texas Tech University, thereby enhancing the educational experience and value of the degree for the mutual benefit of all stakeholders.
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Public Relations Committee ( Houston Chapter)Financial Planning Association Jan 2006 - Dec 2013Denver, Colorado, Us -
Public Relations Director (Houston Chapter)Financial Planning Association 2009 - Dec 2011Denver, Colorado, Us
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Financial AdvisorWaddell & Reed Oct 2003 - Jun 2006Shawnee Mission, Ks, Us -
Associate Director Education ProgramsFinancial Perspectives Pte Ltd Jan 2003 - Apr 2003•Taught Module 1 – Foundations in Financial Planning classes for the Singapore CFP exam•Assisted in the development of a Time Value of Money and Financial Calculator review course•Assisted in the drafting and editing of study materials for the CFP Education Program•Conducted new student orientations and information sessions•Provided phone support for prospective and current students -
Graduate Assistant - Red To BlackTexas Tech University Sep 2000 - Dec 200279409, Tx, UsRed to Black offers peer-to-peer financial coaching to Texas Tech students. We provide individual coaching sessions and group presentations on topics such as creating spending plans, the importance of starting to save early, maximizing financial aid (including student loans), how to choose employee benefits and establishing and wisely using credit. Our purpose is to empower students so that they can achieve their financial goals. We believe that no one understands the needs and concerns of students better than fellow students.
Jason Mcgarraugh, Cfp® Skills
Jason Mcgarraugh, Cfp® Education Details
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Texas Tech University School Of Financial PlanningPersonal Financial Planning -
Texas Tech University - Rawls College Of BusinessFinance
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Perryton High School
Frequently Asked Questions about Jason Mcgarraugh, Cfp®
What company does Jason Mcgarraugh, Cfp® work for?
Jason Mcgarraugh, Cfp® works for Bentoak Capital
What is Jason Mcgarraugh, Cfp®'s role at the current company?
Jason Mcgarraugh, Cfp®'s current role is Wealth Advisor at BentOak Capital, CERTIFIED FINANCIAL PLANNER ™ Practitioner.
What is Jason Mcgarraugh, Cfp®'s email address?
Jason Mcgarraugh, Cfp®'s email address is jl****@****hoo.com
What is Jason Mcgarraugh, Cfp®'s direct phone number?
Jason Mcgarraugh, Cfp®'s direct phone number is +171388*****
What schools did Jason Mcgarraugh, Cfp® attend?
Jason Mcgarraugh, Cfp® attended Texas Tech University School Of Financial Planning, Texas Tech University - Rawls College Of Business, Perryton High School.
What skills is Jason Mcgarraugh, Cfp® known for?
Jason Mcgarraugh, Cfp® has skills like Retirement Planning, Strategic Financial Planning, Investments, Finance, Wealth Management, Estate Planning, Asset Allocation, Investment Management, Asset Management, Portfolio Management.
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