Jason Rasmussen, CFP®

Jason Rasmussen, CFP®

Senior Advisor

Jason Rasmussen is a Senior Advisor for Soltis Investment Advisors.  As a Senior Advisor, Jason is responsible for client wealth planning and consulting during all aspects of a client’s lifetime.  This includes retirement planning, transition planning and income planning.  Prior to joining Soltis Investment Advisors, Jason was a Managing Director and Senior Wealth Advisor for Slatestone Wealth, LLC based out of Jupiter, FL.  Jason joined Slatestone as a result of the merger of his own investment advisory business, Faculty Advisors, Inc. where he served as the President and Chief Investment Officer for over 12 years.  Jason began his investment career in 1992 with Fidelity Investments where he served in several roles.  Most recently he was the Regional Vice President for Retirement Consulting, covering the central United States and based out of Westlake, TX.  Jason is a graduate of Utah State University with a degree in Finance and also hold the designation of Certified Financial Planner.

 Jason spends most of his free time with his family.  He and his wife are parents to seven children/step-children.  Jason enjoys coaching children in many different sports.  Currently, he is coaching little league baseball.  In his free-time he loves to cycle, backpack and fly-fish.  Jason wishes that he played the piano but he has no musical ability whatsoever.  None.