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, the manager of a roughly $1 billion bond portfolio, as the director of research at a large wealth management firm, and as the chief investment officer and principal of a large Atlanta-based registered investment advisor. 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

My aspiration in founding Golden Bell Financial Planning was to build an elite service firm with fewer clients and more focused relationships where I spend less time managing people or operations and concentrate on what I am most passionate about – providing robust financial planning advice for a limited number of people with whom I enjoy working. That was the impetus to founding Golden Bell. Furthermore, we broke from the model of taking on more and more clients at the expense of personalized service and advice. And to do things differently, we set a hard limit on the number of clients as a commitment to personalized service.

NAPFA Start Date

June 15, 2015


This Office

2300 Lakeview Parkway Suite 700 Alpharetta, GA 30009 Phone: (678) 561-5462