Jason Duffaut, CFP®, CAP®, CPFA®, CExP®
Managing Member | Financial Planner
I'm driven to help people achieve personal, business, family, and community impact by simplifying finance, taxation, risk management, and investments into actionable plans.
With a background spanning banking, lending, investments, insurance, tax and financial planning, business planning, estate planning, and CERTIFIED FINANCIAL PLANNER™ designation, I have a clear vision of what needs to be asked to help our clients live their lives and fulfill their purpose. My specialty lies in assisting business owners with tax optimization, wealth building, growth, supporting communities, and seamless transitions. I also hold certifications as a Chartered Advisor in Philanthropy (CAP®), Certified Plans Fiduciary Advisor (CPFA®), and Certified Exit Professional (CExP®), with my alma mater being California State University, Fullerton.
My approach begins with education, understanding client aspirations, crafting personalized plans, and vigilantly adapting to changing tax, legal, and economic landscapes. I help clients identify, qualify, and quantify their goals, developing plans to achieve them while offering guidance during unforeseen challenges.
Personally, my wife and I are travel enthusiasts, relishing the chance to meet new people and explore their stories. We also find joy in our Dobermans, both from a local rescue group. My commitment to lifelong learning fuels my pursuit of certifications, staying updated on client-relevant topics, engaging in practical education, and participating in study groups to navigate evolving fields like taxation. I likely have a book recommendation for you too!