Jason Lina (CFA®, CFP, MBA)

Jason Lina focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • High Net Worth Client Needs
  • Medical Professionals

Planning Specialties

I draw on a background and education which is unique in this industry. I have career experience as a stock analyst, manager of a roughly $1 billion bond portfolio, and as the director of research at a large wealth management firm. I also achieved the CFA and CFP® credentials in addition to earning an MBA at an Ivy League business school. These experiences provided me with a combination of skills and insights that are unique in the financial advice industry.

Additional Information

As an Atlanta-based Fee-Only financial planner, I help clients simplify their financial lives through a unique combination of comprehensive financial planning, cash flow design, and investment management. This involves working with clients to establish and implement a financial plan that then can be used to help make informed decisions on a range of issues including tax and estate planning, insurance evaluation, and portfolio construction.

Most of my clients are successful professional families who want to make better financial decisions and simplify their financial lives. I often work with corporate executives, physicians, and dentists where I bring unique expertise to address each group’s typical challenges. For example, dentists go to school to learn dentistry… but at some point, they find themselves running a business. I try to ease their business workload by helping with employee retirement plans, cash flows, debt prioritization, company health insurance, and even dental practice operations.

Even though I am highly analytical, my clients appreciate the ways I simplify “complex stuff” into real life context in a way they understand. My professional fulfillment comes from guiding clients through financial decisions that really matter so that they can focus on the parts of life that really matter.

NAPFA Start Date

June 15, 2015

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This Office

10 Glenlake Pkwy Ste 150 Atlanta, GA 30328-7252 Phone: (770) 671-9500 Fax: (770) 671-1272

Other Offices

301 Sea Island Rd Saint Simons Island, GA 31522-1827 Phone: 877-671-7526