Jason Tafoya (AIF®, CFP®)

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

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

June 15, 2023

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This Office

11400 SE 8th St Ste 235 Bellevue, WA 98004 Phone: (425) 827-6236