Jason R. Escamilla, CFA
Wealth Manager in SF, CA
About Me
At IMPACTADVISOR we investors and business owners create a better tomorrow: ultra-tailored, tax-aware.
We offer comprehensive wealth management and financial planning as a fiduciary, and 401(k)/defined benefit plans for business owners and entrepreneurs.
Areas of expertise: tax-optimization, retirement planning, sustainable/impact/ESG investing, real estate and alternative investments, mega backdoor Roth IRA, estate planning.
30-years ago I became a licensed stockbroker and learned the difference between that and being a fiduciary, where you put the client's interests first.
CFA Charterholder since 1999
My Interests
- entrepreneurship
- investments
- finance
- technology