> Jason Escamilla

Jason Escamilla

 

Description

We are a boutique wealth advisor in SF. We specialize in maximizing your AFTER-TAX RETURN while eliminating the performance drag from hidden fees, middle-men and other conflicts of interest. We are also the first to offer fully customized "Socially-Selective” investing for mainstream investors. Investors with social preferences now have the option to ‘swipe-right’ for equality/sustainability/climate change. If you, like QB Tom Brady, consider Coca-Cola to be “poison for kids”, you can ‘swipe-left’ on Big-Sugar. http://linkedin.com/in/jescamilla

Areas of Expertise

  • Estate Planning
  • Investment Advice
  • IRAs/401k
  • Small Business Planning
  • Long-Term Care Insurance
  • Reverse Mortgages
  • Social Security Optimization
  • Tax Planning and Preparation
 
 
 

States Served ?

Serves
 
 
 

Fee Structure ?

  • Fee-only planning
 
 
 

Advisor Licensing ?

Financial Industry Regulatory Authority Securities and Exchange Commission

registered Registered

Not currently registered

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