Jason Weaver
Certified Financial Planner
- Role
- Financial Advisor at B.O.S.S. Retirement Solutions
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About Jason Weaver
With a solid track record in financial planning and analysis, our team at B.O.S.S…
Experience
Financial Advisor
Aug 2024 — Present · Meridian, ID, US
I work primarily with clients near or newly retired. I guide them through the Social Security election process, how to allocate their assets, and most importantly ensure that they will not outlive their retirement savings. I also help clients with general and complex tax planning strategies, as well as insurance options and estate planning needs.
Skills
- Customer Relations
- Customer Service
- Fundraising
- Problem Solving
- Strategic Planning
- Sales Management
- Rv
- Outdoor Recreation
- Lighting
- Payroll
- Profit
- Employee Benefits
- Customer Satisfaction
- Advertising
- Budgets
- Team Building
- Purchasing
- Sales
- Retail
- Inventory Management
- Training
- New Business Development
- Leadership
- Forecasting
- Small Business
- Management
- Automotive
- Selling
- Customer Retention
- Account Management
- Strategic Financial Planning
- P&L
- Income Statement
- Sales Operations
- Negotiation
- Sales Process
- P&L Management
- Business Planning
- Operations Management
- Financial Planning
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