Jason R. Escamilla, CFA
MODERN INVESTING: We help investors and business owners create a better tomorrow: ultra-tailored, tax-aware.
We offer comprehensive wealth management and financial planning as a fiduciary, and 401(k)/defined benefit plans for business owners and entrepreneurs.
Areas of expertise: tax-optimizat
MODERN INVESTING: We help investors and business owners create a better tomorrow: ultra-tailored, tax-aware.
We offer comprehensive wealth management and financial planning as a fiduciary, and 401(k)/defined benefit plans for business owners and entrepreneurs.
Areas of expertise: tax-optimization, retirement planning, sustainable/impact/ESG investing, real estate and alternative investments, mega backdoor Roth IRA, estate planning.
Jason has decades of experience managing customized investment portfolios, initially for endowments, universities, mutual funds, churches, high-net-worth families, etc., 25 years ago at Seneca Capital Management, where tax-efficient and sustainable & social-impact portfolios were all offered.
MIT: MBA • UC Berkeley: Economics • CFA Charterholder since 1999
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We offer comprehensive wealth management and financial planning as a fiduciary, and 401(k)/defined benefit plans for business owners and entrepreneurs.
Areas of expertise: tax-optimization, retirement planning, sustainable/impact/ESG investing, real estate and alternative investments, mega backdoor Roth IRA, estate planning.
Jason has decades of experience managing customized investment portfolios, initially for endowments, universities, mutual funds, churches, high-net-worth families, etc., 25 years ago at Seneca Capital Management, where tax-efficient and sustainable & social-impact portfolios were all offered.
MIT: MBA • UC Berkeley: Economics • CFA Charterholder since 1999
Member since September 28, 2021
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Address:
655 Montgomery St 7th Floor,
San Francisco,
CA
94111