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
- 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