AIF® – Accredited Investment Fiduciary
7075 Redwood Blvd
Novato, Ca. 94945
How I Can Help You
The focus is on you. I can help with asset placement strategies for tax optimization, financial planning for yourself and the next generation, charitable giving, and more. Set up a time to meet with me and learn more about your wealth management options.
Background & Experience
Jason Seale III is a Wealth Advisor with over three decades of successful experience. With clients in fifteen states, Jason specializes in helping people protect their wealth and build a strong financial plan for their retirement. He firmly believes that everyone deserves better investment advice, now more than ever, due to the volatility of today’s market. As someone who has followed the market for over forty years, Jason understands how to identify critical trends and predict market activity with remarkable accuracy. Jason is enthusiastic about helping friends, family and clients take advantage of what markets have to offer in both the short-term and the long-term. Throughout his career, Jason has helped hundreds of clients identify and reach their retirement goals. Effective communication is the foundation of everything he does, both personally and professionally. Jason works hand in hand with each client to help structure their wealth and secure a solid future.
Born and raised in the North Bay, Jason received his CRC and AIF in California. He has worked with Charles Schwab, Paine Webber and Raymond James for thirty-four years combined. He was the West Coast UBS Mutual Fund Manager for seven years. Jason currently lives in Marin County and has a daughter who is attending UC San Diego. Jason is a USTA 4.0 certified tennis player and has been golfing for forty-five years. He is also a World War II historian specializing in European theatre aviation.