Jason Smith (CFP®)

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

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Jason A. Smith, CFP® is the managing principal and financial planner for Hausman Advisors.  He serves as the clients Personal Wealth Engineer helping clients follow their personalized financial life plan supported by evidence-based investment strategy.  As a former scientist, Jason is a life-long learner and educator alike.  He is passionate about helping people discover and act on what is most important to them about their money and their lives. 

Jason holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association of Oregon and SW Washington.  He received a bachelor of science degree from the University of Idaho and an Executive Certificate in Financial Planning from the Pamplin School of Business, University of Portland. 

 

Additional Information

When Jason isn't working, he spends his time with his wife and two children enjoying the many outdoor activities that the Columbia River Gorge offers, such as mountain biking, road biking, hiking, skiing and sailing to name a few. 

NAPFA Start Date

August 26, 2015

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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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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

202 Oak St Ste 600 Hood River, OR 97031-2068 Phone: (503) 922-3010 Fax: (503) 922-4118

Other Offices

10260 SW Greenburg Rd Ste 400 Portland, OR 97223-5514 Phone: (503) 922-3010 Fax: (503) 922-4118