Jason Dall'Acqua (CFP®)

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

  • AUM
  • Baby Boomers
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management

Planning Specialties

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

Crest Wealth Advisors helps individuals and growing families in the mid to later stages of their professional career prioritize and manage their competing life goals requiring financial resources.

Do you resonate with any of the following?

• You have numerous goals requiring financial resources and are unsure how to prioritize and plan for each.

• You feel that you are on a good path but lack clarity on what your financial picture looks like as a whole.

• You are overwhelmed at the thought of managing your growing level of investable assets, so you just ignore it.

• You have transitioned jobs several times and as a result have financial accounts scattered around and not receiving attention.

• You received an inheritance from a loved one, 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 work toward achieving 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 Jason@crestwealthadvisors.com or visit www.crestwealthadvisors.com to schedule a free call.

Additional Information

NAPFA Start Date

January 21, 2021

Submit
Submit

This Office

1125 West Street Suite 200 Annapolis, MD 21401 Phone: 443-973-4901