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Jason Phan, CFP®

Wealth Manager
Jason serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Jason brings to his clients more than 10 years of experience in the financial services industry. Prior to joining Creative Planning, Jason was a Senior Financial Planner at a global financial services firm where he provided comprehensive financial planning to corporate executives, business owners, and high net worth families. Jason earned his Bachelor of Arts degree in Business Economics from the University of California, Irvine. Jason is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. In their spare time, Jason and his wife Kristin enjoy traveling, trying new restaurants, watching basketball, and spending time with their daughters – Lily and Maple.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021