Jason Rogers is an experienced financial professional with a robust background in investment management, financial analysis, and building client relationships to support their financial goals. Beginning with Bachelor’s degrees in Economics and History from the University of Georgia, he has worked over the last decade across several sectors of finance, including roles in accounting, trading, and wealth management. While at Fisher Investments, he guided clients in managing their wealth with a substantial client portfolio serving nearly 200 families, providing personalized financial strategies tailored to individual goals, market conditions, and risk profiles under highly variable market environments and changing financial dynamics of individuals and their families. He also played a key role while at Fisher in mentoring new advisors, helping them develop critical skills in both retirement planning and client engagement to accelerate their success.
In his current role with LA Pension Planners, Jason continues to provide high-touch advisory services, crafting comprehensive investment plans, and guiding his clients toward their best financial future for themselves and their families. He is known for his client-centric focus, sharp analytical skills, and collaboration in working toward clients’ financial objectives.
Jason brings a global perspective to his relationships having worked internationally as a university ESL educator in Colombia and a private ESL teacher in Brazil as well as having studied at Oxford University for a time while an undergraduate. He is fluent in English and Spanish with working proficiency in Portuguese. His wife is Colombian so they travel often to Bogotá with their two children, in addition to the whole of Latin America and Europe so far with Asia soon to be explored, as travel and getting to know new people, languages, and cultures is one of his many deep passions, along with delicious food and stimulating company.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.