About
Expert Guidance for Every Step of Your Financial Journey.
By the Numbers
Retirement Education Specialist: Presenting to over
10,000
employees each year.
Personal Advisor: Dedicated to almost
300
clients.
Market Events: Guided my clients through:
2008
great recession, 2020 pandemic, 2022 market downturn.
The Process
The Family Ai! Experience
Introduction
No pressure intro to get to know each other and see if there is a fit
Discovery Meeting
Sharing the details on your financial situation
Presentation of Plan
Create and deliver plan and recommendations based what you shared
Implementation of Plan
You sit back as the plan and recommendations are being implemented for you. We might reach out as needed during this stage.
Otherwise, you can consider it done on your end; we’ll circle back with you once it is complete
Ongoing Relationship
Introduction and tour of the platforms and channels we’ll use together. Maintenance of the plan, agenda of topics we’ll work on together
Contact Us
About Me
Committed to Your Financial Success
My entire career has been in financial services directly helping my clients reach their goals. I’ve had the privilege of working for the largest and most well-respected firms in the world. With this experience over the course of almost two decades, I wanted to take the best aspects of each firm and combine them into my own. This is the driving force for me to go fully independent: this allows me to help my clients in the best ways possible.
My commitment has always been for my clients to feel like family and be served with love. I believe with this as the foundation of our relationships, everything else falls into place.
On a personal note, I have 2 younger brothers who both live in VA. My parents are retired and split their time between VA and Taiwan as they care for their parents alongside the rest of my extended family there. I try to visit my elders in Taiwan as often as I can to enjoy their final chapters with them. I pray I will soon have a big family of my own, and that my parents, grandparents, and extended family can all enjoy the time together.
Mission
My mission is to help my clients and their families reach their goals by using their finances as a means to maximize their fulfillment in this chapter of their lives. I treat my clients like they are part of my family built on a foundation of love. This naturally leads to taking care of them as best as I can.
Vision
My vision is to help my clients over the long term. Long term to me means not just over their lifetimes, but their children’s, grandchildren’s and on. I pray that I will have my own family one day and my family members will be able to continue the legacy. Not only would they continue it, but do it even better than the last.
Experience & Education
2017-2024
Vanguard Personal Advisor Services, Senior Financial Advisor
2014-2017
USAA Wealth Management (now Charles Schwab)
2011-2014
Fidelity Investments, Planning and Guidance Consultant, Investment Education Consultant
2011
Certified Financial Planner® certification
2007-2011
Vanguard Participant Education, Retirement Education Specialist
2006-2007
Vanguard leadership development program
2005
Vanguard college to corporate intern, institutional plans relationship management
2002-2006
University of Virginia, Echols Scholar, McIntire School of Commerce
Your Personal Advisor
Jason Su, CFP®
Founder, Financial planner
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