Jason Dettman, CFP®

Client Service Specialist

Jason leverages more than 15 years of experience in financial services to provide exceptional service to our clients. Jason is passionate about making a positive impact and helping clients achieve their financial goals. He may reach out to you from time to time to help with things like account openings, distributions or changes to your accounts.

Previously, he worked as an independent Financial Advisor and Planner, where he honed his skills in communication, problem-solving, and building strong client relationships.
Beyond work, Jason enjoys traveling, spending time outdoors, and exploring his creativity in the kitchen.

Contact Us

San Mateo Office:   1900 S. Norfolk, Suite 350 • San Mateo, CA 94403
Palo Alto Office:      228 Hamilton Ave 3rd floor, Palo Alto, CA 94301
Phone: 650-667-8691
Email: [email protected]