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

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 and a finance enthusiast whose mission is to help hard working professionals be more intentional in their financial management in order to build their wealth and live more comfortably with their money.

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 want to ensure you are maximizing all tax planning opportunities.

• 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 together, you gain a partner to provide:

• 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

My passion is to not only guide you in making more intentional financial decisions, but to educate you along the way so that you understand what we are doing, but more importantly, why we are doing it. The why behind each decision and recommendation varies from one person to the next. The why is the thing that drives you and guides our financial decision making: family, security, legacy, freedom, travel, you name it!

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 assisting them with their personalized investment strategy.

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 amazing wife, Peggy, going on hikes with our dog, Kaya, and experiencing all the fun activities that Annapolis, MD has to offer. I love golfing, paddle boarding, surfing, traveling, trips to the Jersey shore, seeing live local music and am a big Ravens fan.

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

NAPFA Start Date

January 21, 2021

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This Office

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