Jason Groth

Jason has been in the financial services industry since 1997. Committed to his clients’ financial well-being, he ensures that they understand their options and that they are in a position to make well-informed decisions. His effectiveness as a communicator assures that his clients are constantly apprised of their financial situation.

He empowers his clients by providing them with easy-to-understand information so that they no longer feel intimidated by the “financial maze” we live in today. In addition to being a Registered Representative, Jason holds numerous licenses and has served as a Wealth Consultant for large corporations, many local banks, credit unions, and municipalities handling their financial planning needs.

His areas of specialty include employee benefit plans, retirement planning, college planning, asset allocation, insurance, stock option planning, and home equity management. Jason serves his community through various service activities including the Polinsky Center for Children, American Diabetes Association, the Susan G. Komen Foundation, and was named Big Brother of the Year by Big Brothers Big Sisters of San Diego in 2010.