Jason Dall'Acqua (CFP®)

Jason Dall'Acqua focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

College/Education Planning

Corporate Executives

Generation X

Investment Advice with Ongoing Management

Planning Specialties

My name is Jason Dall'Acqua - a CFP® Professional and founder of Crest Wealth Advisors LLC. I am a born and raised Annapolitan, a husband, father and finance enthusiast.

While I can serve as a partner to families and individuals at all stages of their financial journey, I make the most impact working with people nearing or in retirement and high-earning, dual-income families. Our work is focused on investment strategy, retirement planning, tax planning, cash flow allocation and equity compensation. However, we take a comprehensive approach ensuring all aspects of your financial life are well cared for and helping you achieve your personal goals.

Our work together results in the following

• Organization and clarity about your financial situation

• An actionable plan to achieve your short- and long-term goals together

• Accountability to ensure the proper steps are continuously being taken

• A professionally managed investment strategy aligned with your financial plan

• Peace of mind and time…and who does not want more of those!

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

Additional Information

With over a decade of experience as an independent financial planner, I have had the pleasure to help clients confidently navigate a wide array of financial situations while helping manage their hard-earned dollars to work for them.

I truly enjoy every aspect of what I do and I am fortunate to have been able to focus on my passion for so long. My journey to where I am at today includes:

• Graduating with a degree in Economics from the University of Maryland

• Obtaining my Investment Advisor registration in 2012

• Earning my CFP® designation in 2015

• Serving as President of the National Capital Chapter of The Society of Financial Service Professionals

• Frequently being quoted in the media on a range of financial topics

Outside of work, I enjoy spending time with my wife and son, going on hikes with our dog and experiencing all the fun activities that Annapolis, MD has to offer. I love to golf, paddle board, surf, travel, take trips to the Jersey shore and see live local music.

I look forward to the opportunity of speaking with you and learning how I might be able to assist!