Jason Lina
Founder, Lead Advisor @Golden Bell Financial Planning
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WORK HISTORY
Founder, Lead Advisor @Golden Bell Financial Planning
Atlanta, GA, US
The mission at Golden Bell is to provide honest, objective, independent financial advice and thought leadership at a fair price. We do this by developing and implementing comprehensive, tailored solutions for a limited number of clients who we enjoy working with as partners.In my role, I help clients to simplify their financial lives and make informed financial decisions. This involves establishing a dynamic financial plan that then is used to help make decisions on a range of issues including tax and estate planning, insurance evaluation, college planning, and portfolio construction. In doing all of this, I draw on a background and education which is unique in this industry. I have career experience as a stock analyst, manager of a roughly $1 billion bond portfolio, director of research at a large wealth management firm, and the Chief Investment Officer of a large RIA. I also achieved the CFA and CFP® credentials in addition to earning an MBA at a top tier business school.
EDUCATION
The Tuck School of Business at Dartmouth
MBA, Business Administration and Management, General
Davidson College
Bachelor of Arts, History
SKILLS
ABOUT JASON LINA
In my role as a financial planner, I work with a select number of clients to establish…
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