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:

Master comprehensive financial planning strategies for retirement, estate, and legacy planning

Discover how building trust with clients and utilizing a personal approach can elevate your success

Learn to sidestep emotional investment pitfalls during periods of market volatility

Grasp the significance of partnering with qualified professionals to navigate complex financial needs

Uncover the power of referral sources and national marketing campaigns in propelling financial firms forward


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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