Jason Burger

I am a Bay Area native and have lived in Northern California since 1986.

I grew up in a military family and moved every few years as my father served as a Chief Petty Officer in the U.S. Navy. My mother spent most of her career in banking and payroll services. I am the oldest of three siblings and the parent of five children, ages 17 to 23. Four are currently in college, and the youngest is a high school senior. My wife and I have been married for ten years, and our household includes two cats and a very energetic terrier. I am an early riser and prioritize daily exercise and meditation, believing that mental and physical health come first if I want to serve others well. My work in financial services is personal. When I was young, my father was permanently injured in a tragic bicycle accident at age 38, leaving him quadriplegic. Our family’s financial security was preserved because of the guaranteed benefits provided by the military. That experience shaped my belief that income protection and planning for uncertainty are essential. After more than 25 years in sales, finance, and management in the automotive industry, I transitioned into financial services four years ago while reassessing my own financial security. I realized I had goals, but little protection for illness, injury, disability, or premature death. That discovery led me to embrace a protection-first, holistic approach to financial planning. Today, I am proud to serve as an Income Protection Specialist with New York Life, one of the nation’s oldest and largest insurance companies. I help individuals and small businesses create balanced financial strategies that combine protection, risk management, and tax diversity, with the goal of increasing certainty and long-term retirement income. My process begins with education and discovery, followed by clear, collaborative recommendations. I am based in the Bay Area, work in person throughout the region, and meet virtually most days, with flexibility and partnership at the center of how I serve clients.