Jason Werner, CFP®

Jason Werner serves as Principal Support, working closely with Tonya Collier to provide exceptional service to our clients. A CERTIFIED FINANCIAL PLANNER™ professional and Series 24 license holder, Jason brings over 17 years of rich experience in the financial services industry to our team.

Originally from Prescott, AZ, Jason now resides with his family in Rancho Santa Margarita, CA, fully embracing the Southern California lifestyle while maintaining his roots. His extensive journey in finance began at Wells Fargo as an Investment Advisor, followed by a significant tenure as a Registered Representative with Securities America. Today, Jason is registered with Cambridge Investment Research, leveraging his vast expertise to offer comprehensive financial planning strategies to our clients.

Jason is a valued member of our Irvine office, known for his intelligence, reliability, and great sense of humor. His approachable demeanor and profound knowledge base make him an asset to our team and clients. Jason's long-standing commitment to helping clients make sound financial decisions aligns perfectly with our firm's mission to provide top-tier wealth management services.

Outside of the office, Jason embraces an adventurous spirit, enjoying activities such as skydiving, snowboarding, hiking, and camping. He also cherishes time spent with his wife, balancing his professional dedication with a rich personal life.

With his CA Life Insurance License (0F81384) and CFP® designation, Jason exemplifies the high standards of professionalism and expertise. His presence in our Irvine office contributes significantly to our ability to serve clients with comprehensive, personalized financial guidance, backed by his extensive industry experience.