Jason began his career as a Wealth Management Advisor in 2002. He strives to listen to and understand each client in order to guide them in crafting a wealth management strategy designed to help meet their short-term needs and long-term goals. He also focuses on philanthropic giving strategies, and is a qualified portfolio advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or investment managers’ strategies, funds or portfolios. He was named to Forbes’ list of Best-In-State Wealth Advisors in 2018, 2019 and 2020. Jason is married with one daughter and they live in Hillsborough. In his free time, he enjoys fundraising for high impact nonprofits in San Mateo County.