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Jason Dall'Acqua (CFP®)

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

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I founded Crest Wealth Advisors in 2021 to provide a level of client care that is not seen elsewhere. I truly love getting to help people feel more empowered about their financial management and believe that comes across in my work with clients. I chose to focus specifically on helping people nearing retirement and those raising young families because these time periods have unique financial complexities with impactful consequences. There is no greater compliment than hearing "I feel so much more relieved after working with you". That is the goal for every client interaction.

I am a member of NAPFA, CFP Board, XY Planning Network and a frequent contributor to the financial media including: Forbes, Yahoo, Business Insider, GoBanking Rates, MSN and more.

Additional Information

If you have made it this far then perhaps you want to know a bit about me personally. Well here you go:

Family: A husband and father to a little boy, Rhodes

Community: Supporter of the Annapolis Blues FC, The Wellness House of Annapolis and Historic Annapolis

Interests: Golf, exercising (Peloton rides and the gym), surfing, local music

Lesser Known Facts: I lived in Costa Rica for 6 months. My last name means "of the water" which is part of why the business name is "Crest" with the crest being the tallest point of an ocean wave.

NAPFA Start Date

January 21, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

111 Forbes St Suite 100 Annapolis, MD 21401 Phone: (443) 973-4901
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