Jason Pera
Managing Your Wealth
- Role
- Certified Financial Planner at Stark Miller Financial Benefits Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jason Pera
I manage my client\'s wealth to support their life. At Stark Miller Financial Benefits…
Experience
Certified Financial Planner
Stark Miller Financial Benefits Group
Aug 2007 — Present
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc, Member FINRA, SIPC, and Registered Investment Advisor. Stark Miller Financial Benefits Group and Woodbury Financial Services are not affiliated firms. Insurance services provided by Stark Miller Financial Benefits Group not affiliated with Woodbury Financial Services.
Skills
- Creating Actionable Financial Plans for My Clients
- Helping People Understand the Role Money Plays in Their Life
- Insurance Services Including Life, Disability and Long Term Care
- Budgeting
- Investment Services
- Managing My Client's Wealth
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