Specialties
About Me
Jason Richert blends two decades of problem-solving in technology with award-winning financial expertise to help families and business owners across the Pacific Northwest turn complex goals into clear, actionable plans.
Prospective clients quickly discover a relationship-driven advisor who combines deep technical know-how, advanced credentials, and an unwavering fiduciary duty—an uncommon mix that delivers confidence at every life stage. From planning to investment strategy, tax planning and income optimization, Jason can help you in a myriad of ways.
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Interests & Hobbies
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Credentials
ChFC®, CRPC®, AIF®, CSSCS®, CPFA®
Chartered Designations
What do these credentials mean?
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Disclosures
Investment Adviser Representative offering securities through Cetera Wealth Services LLC, member FINRA/SIPC, a broker-dealer (doing insurance business in CA as CFGAN Insurance Agency LLC- CA Insurance license #0644976). Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. McKay Wealth Management and McKay Retirement Consultants are not a broker/dealer and/or an investment adviser. Neither Cetera Advisor Networks LLC nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.