Jason Romano has been providing integrated wealth management services to families and individuals since 1994. As a principal with Moss Adams Wealth Advisors, he provides personal financial planning and investment management services, coordinating all stages of financial planning including the areas of investments, insurance, tax, estate, and retirement.
Jason works predominantly with clients in the entertainment and apparel industries. He is also a frequent guest lecture at UCLA on investing and financial planning.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM
AIF, Accredited Investment Fiduciary
FINRA/NASAA, Series 7, 63 and 65 licensed
Bachelor of Arts, Psychology, University of California, Los Angeles
Graduate, University of Pittsburgh, Center for Fiduciary Studies
Graduate, College for Financial Planning