Jason Dall’Acqua, CFP® Crest Wealth Advisors LLC

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About Jason Dall’Acqua, CFP®

Hi – I’m Jason, a CERTIFIED FINANCIAL PLANNER™ Professional with a passion for helping people improve their financial well-being and build wealth through prudent planning and investment management.

I help individuals and families in the mid to late stages of their professional career manage the financial complexities that may at times feel overwhelming.

Do you resonate with any of the following?

• You have numerous goals requiring financial resources and are unsure how to balance them all.
• You feel that you are on a good path but lack clarity on what your financial picture looks like as a whole.
• You want to be sure you are taking advantage of tax saving strategies.
• You are overwhelmed at the thought of managing your growing level of investable assets
• You have transitioned jobs several times and as a result have financial accounts scattered around and not receiving attention.
• You received an inheritance, but do not know how to put the money to best use.

If so, then I am here to help. By working with me you gain a partner to provide:

• Organization and clarity
• An actionable plan to achieve your goals together
• An investment strategy aligned with your personal needs
• Peace of mind and time…and who does not want more of those!

Ready to take control of your financial future? Contact me at Wnfba@perfgjrnygunqivfbef.pbz or visit www.crestwealthadvisors.com to schedule a free call.

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Ideal Clients

  • Attorneys
  • Family Financial Planning
  • Gen X
  • Mid-Career Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $225+/mo
  • Assets Under Management: 0.95%

SEC Records

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