Jasen Wallace
Wealth Advisor & Director of Financial Planning @Exencial Wealth Advisors
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WORK HISTORY
Wealth Advisor & Director of Financial Planning @Exencial Wealth Advisors
Austin, TX, US
As a Wealth Advisor, I help you make better decisions with your money. Topics Include: Social Security, Medicare, IRMAA, FEHB | RSUs, NQSOs, ISOs, ESPP, ESOP | 401k, 403b, 401a, 457, IRA, Roth |In my capacity as the Director of Financial Planning, I lead the charge to provide a unique client experience from any other wealth management firm in 4 key dimensions - Philosophy, People, Process, Pricing.
EDUCATION
Texas Tech University
Masters of Science, Personal Financial Planning / Graduate Certificate in Charitable Planning
East Texas A&M University
Bachelor of Arts, Political Science / Minor in Finance
SKILLS
ABOUT JASEN WALLACE
Jasen Wallace is a CERTIFIED FINANCIAL PLANNER™ professional with a passion for guiding clients through complex financial decisions. Jasen specializes in helping executives navigate the intricacies of equity compensation using tax-efficient strategies.How Jasen Can Assist You:Equity Compensation Optimization: Jasen understands the nuances of executive compensation packages including deferred compensation (457), stock options (NSO & ISO), restricted stock units (RSU) and employee stock purchase plans (ESPP). Jasen collaborates closely with clients to maximize the benefits of these equity awards while helping minimizing taxes. Retirement Planning: Whether you are approaching retirement or already enjoying it, Jasen gives personalized retirement planning advice. He helps you make informed choices about Social Security, pension distributions, and other retirement income sources. Financial Clarity: We are all striving for something. Financial clarity helps ensure your finances align with your goals and values. When your actions match your values, you can live a life that feels more meaningful. The same goes for your finances.At home, Jasen enjoys guitar, games, and gardening with his wife Brandi and daughter Enora.
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