Jason Tafoya, CFP®, AIF®
Jason Tafoya, CFP®, AIF®
Managing Partner | Wealth Manager
I started my career in the financial planning industry in 2010 working with clients implementing tax planning strategies, retirement planning, estate planning, managing risk, and investing assets.
Prior to starting Evergreen Wealth, I earned credentials as a CERTIFIED FINANCIAL PLANNERTM professional and an Accredited Investment Fiduciary® Designee in addition to my Series 7 and Series 66 securities licenses. In late 2016, I made a move to become a Fee Only advisor which helps to remove potential conflicts of interest. Because I am a Fee Only advisor and do not wish to sell commission products, I no longer keep my Series 7 securities license active.
I believe that key approaches to financial coaching are:
- Doing the right thing for my clients
- Helping clients make informed choices
- Creating relationships and not transactions
Before entering the financial planning industry, I worked almost 13 years at Microsoft Corporation as a Program Manager and then spent several years running my own consulting business. I earned my Bachelor of Arts degree in Business Administration from Western Washington University and a Masters of Business Administration from University of Phoenix.
As a lifelong resident of Washington State, I love the Pacific Northwest and its diverse environment and population. Away from the office, I enjoy traveling, hiking, photography, home improvement projects, reading and other personal growth opportunities.
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