Jason Lavely is a dedicated financial advisor at Edward Jones in San Diego who truly understands the importance of helping clients make sound financial decisions. Having served in the army and earned a degree in civil engineering, Jason brings a unique perspective to the world of finance. His personal passion for learning about investments and money management led him to his current profession where he focuses on estate planning and tax-efficient wealth transfer for clients with complex needs. As a certified financial planner, Jason is well-equipped to help clients avoid emotional investment mistakes during market volatility.

Listen to this informative Legacy Leaders episode with Jason Lavely about Market Challenges and Emotional Decisions, Estate Planning Mistakes, Comprehensive Financial Planning, Referral Sources, and Delegating Wealth Management.

Here is what to expect on this week’s show:

Connect with Jason Lavely:

Website: https://www.edwardjones.com/us-en/financial-advisor/jason-lavely

LinkedIn: https://www.linkedin.com/in/jasonlavely/

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