Jasen Wallace

Weinheimer Wealth Management

 

Member profile details

Membership level
4) YMBL Member
First name
Jasen
Last name
Wallace
 

Work and Education

Employer
Weinheimer Wealth Management
Job Title
CERTIFIED FINANCIAL PLANNER™ Professional
Industry
Finance / Financial Services
College/University
Texas Tech University
Degree
M.S. Financial Planning
 

Profile Information

About Me (for online profile)
Outside of the office, Jasen is a Parkour athlete.
Professional Description
I help high-income young professionals make better decisions about money for a flat fee.
I help business owners reward and retain their employees while savings on taxes.
I help retirees get more income from social security and retirement accounts.
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