Jason  Fang,  CFP<sup>&reg;</sup> - Financial Advisor

Jason Fang, CFP®

TerraFirma Wealth Partners

1255 Treat Blvd, Suite 300
Walnut Creek, CA 94597
FINANCIAL ADVISOR'S WEBSITE
(925) 587-8882

General

Jason Fang is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TerraFirma Wealth Partners in Walnut Creek, CA and the surrounding communities.

Financial Advisor Experience

I started my journey of being a financial planner in 2006. The majority of my time was with Fidelity for 7 years and then Edelman Financial Engines for 10 years. Now as a Registered Investment Advisor, I'm able to provide more for a lower cost for a smaller group of people. My goal is to be your wealth partner to help make good financial decisions and reach your life goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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