Jason Romano

Jason Romano, CFP®, AIF®

Jason Romano, CFP®, AIF®

Principal


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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

  • Member, Moss Adams Wealth Advisors’ Portfolio Management Team

  • Member, The Guardians supporting the Jewish Home for the Aging

PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS

  • CFP® practitioner; CERTIFIED FINANCIAL PLANNER TM

  • AIF, Accredited Investment Fiduciary

  • FINRA/NASAA, Series 7, 63 and 65 licensed

EDUCATION

  • Bachelor of Arts, Psychology, University of California, Los Angeles

  • Graduate, University of Pittsburgh, Center for Fiduciary Studies

  • Graduate, College for Financial Planning