Senior Wealth Manager
Prior to joining WRP Jason was the President of Fluent Wealth Partners, a fee-only RIA. Prior to Fluent, Jason was a financial planner and partner at PWJohnson Wealth Management, another fee-only RIA.
In 2005, Jason created and began hosting Pro Money Talk. At the time Pro Money Talk was the largest financial podcast on iTunes with listeners in over 40 countries. Guests on the show included Steve Forbes and Nobel Prize winning economist Bill Sharpe, among others.
Jason is a frequent commentator. He has provided analysis to The Wall Street Journal, Consumer Reports, Worth Magazine, American Medical News, Consumer Digest and many other industry and consumer publications.
Jason has served on many local charity boards and committees and currently is the President of the San Jose Library Foundation.