Jason Rasmussen, CFP®

Jason Rasmussen, CFP®

Senior Advisor

Jason Rasmussen brings a wealth of experience to his role as a Senior Advisor at Soltis Investment Advisors. With a focus on client wealth planning and consulting across various life stages, Jason guides clients through retirement, transition, 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. 

A graduate of Utah State University with a degree in Finance, Jason is also a Certified Financial Planner. Outside of work, Jason prioritizes family time with his wife and seven children/step-children. He finds fulfillment in coaching youth sports, currently coaching little league baseball. In his leisure time, Jason enjoys cycling, backpacking, and fly-fishing.  Jason wishes that he played the piano but admits to having no musical talent whatsoever.