We work with individuals seeking a high level of service and a long-term relationship with an advisor that they trust to help them reach their financial goals.

Jason Semeleng, ChFC®

For over 20 years, Jason Semeleng has been providing personalized financial services, including comprehensive financial planning and investment management to his clients. His main objective is to increase the financial confidence in others through planning and advice-based solutions.

Jason holds a B.S. in Business Administration and a Minor in Finance & Real Estate from Cal State University, Northridge. He earned the Chartered Financial Consultant (ChFC®) certification from The American College. The ChFC® requires an advanced education in financial planning, including insurance, income taxation, retirement planning, investments, estate planning, and behavioral finance.

Jason is active in Guide Dogs of America volunteering as a puppy raiser. He enjoys golfing, skiing, fishing and mountain biking. Jason and his wife have two children and a dog.