“As your CERTIFIED FINANCIAL PLANNER™ practitioner**, I believe support and understanding are the cornerstones of a successful long-term relationship. One of the critical components of my investment philosophy is managing risk levels to help withstand market declines. We’ll work together to tailor a personal investment strategy to fit your unique goals.”
Jason specializes in assisting clients with retirement planning, particularly with DROP, Deferred Comp, and 401K rollovers. He has in-depth knowledge of retirement and pension plans from various fire departments which can be tailored to create a personal financial plan. In addition, he can also assist with college savings accounts, tax-deferred accounts, and estate planning strategies.
Jason earned a Bachelor’s degree in Business Economics from the University of California at Santa Barbara and obtained the CERTIFIED FINANCIAL PLANNER™ certification from the CFP® Board.
In his spare time, Jason enjoys both hiking and camping. His other passions include painting, movies, travel, music, and hockey.
Jason Torrey-Payne is a licensed and registered securities representative in AK, AZ, CA, CO FL, GA, HI, ID LA, ME, MA, MI, MT, NE, NV, NM, OH, OR, PA, TX, UT, VA, WA through CUSO Financial Services, L.P. (CFS), our broker/dealer. He holds his Series, 7, 9/10, 63, 65. Jason is also insurance licensed in AZ, CA and ID.