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

Jason Tafoya, CFP®

AIF®

Managing Partner | Financial Planner

The H Group

11400 SE 8th St Ste 235
Bellevue, WA 98004-6463
FINANCIAL ADVISOR'S WEBSITE
(425) 827-6236 CONNECT WITH Jason
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General

Jason Tafoya is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The H Group in Bellevue, WA and the surrounding communities.

Financial Advisor Overview

It isn’t enough to invest and grow your money. You have to learn how to keep it through strategies around tax planning, risk planning, retirement planning and estate planning and we seek to help you. We specialize in seeking strategies allowing business owners and high net worth clients keep more of their hard earned dollars for personal use or charitable intentions.

Our financial planning is not limited to assets on deposit like most financial planners. We want to work with clients who want to be transparent about all their assets and liabilities to come up with appropriate recommendations for comprehensive financial planning.

We love working with individuals, families and business owners across a diverse population.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources