MossAdams - Jason Romano

Industry Expertise

Private Clients

Practice Focus

Financial Planning

Biography

Jason has worked in financial services since 1994, specializing in wealth management. He leads the Private Clients group in Southern California. Jason works closely with families and business owners to provide personal financial planning and investment management services, including investments, insurance, tax, estate, and retirement.

Jason is a frequent guest lecturer on investing and financial planning at UCLA. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner and holds a Series 65 license.

Professional Affiliations

Member, The Guardians of the Los Angeles Jewish Home

Education

BA, psychology, University of California, Los Angeles
Graduate, College for Financial Planning

Insights from Jason Romano

Cash Management Strategies: Know Your Options, Benefits, and Risks

Market volatility and uncertainty in the banking sector could inspire investors to keep a keener eye on where they keep their cash.

Tax Reform: House Committee on Ways & Means Tax Proposals for Individuals

Proactively prepare for potential changes to tax law based on initial proposals. Key areas include capital gains and more.

Three Tax Questions to Ask Before Moving or Purchasing a Home in a New State

Learn how states apply income and estate taxes differently and how you may be impacted if you split time between two or more states.

Considering Selling Your Company? Evaluate These Factors First

Learn the external, internal, and personal factors you should evaluate before deciding to sell your company.