Paraplanner & Licensed Practice Operations Coordinator
Jason entered the financial industry in 2010, gaining experience with both large firms and boutique advisory practices. Over the years, he’s worked with high-net-worth families on everything from asset management and alternative investments to advanced financial planning. He joined Jessica Hardy’s team through Cetera Investors in 2020 and has been an integral part of PushPin Financial ever since.
As a Paraplanner and Licensed Practice Operations Coordinator, Jason wears many hats—often at once. He handles the preparation for client meetings, performs “stress tests” to identify potential blind spots in financial plans, and ensures that the firm’s systems, tools, and back-end operations run seamlessly. Simply put, Jason is the person who keeps the business organized and the team running smoothly.
Jason holds his SIE, Series 7, 63, and 66 securities registrations, along with his Life & Health Insurance license. He has also earned the Financial Paraplanner Qualified Professional℠ (FPQP®) and Chartered Retirement Plans Specialist℠ (CRPS®) designations from the College for Financial Planning, deepening his expertise in both personal financial planning and employer-sponsored retirement plans.
While he thrives in the fast-paced nature of the financial world, Jason finds the most fulfillment in knowing his work makes a lasting impact. Helping families understand their options, gain financial confidence, and make informed decisions is what drives him every day.
Born and raised in Mission Viejo, CA, Jason moved to San Diego to attend San Diego State University, where he earned his B.S. in Business. When he’s not keeping the PushPin team on track, you’ll find him outdoors—running, hiking, backpacking, fishing, mountain biking, golfing, or camping. He’s also a dedicated motorsports fan, rarely missing an early morning Formula 1 race, and a loyal supporter of the San Diego Padres.
