Jason Rasmussen, CFP^®

Designations and licenses

Jason is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Jason provides clients with comprehensive wealth management services, focusing on financial planning and consulting across various life stages. He helps clients navigate retirement, life transitions and income planning with strategies designed to support their unique goals.

Prior to joining Mariner, Jason served as a senior wealth advisor at Soltis Investment Advisors. Previously, he was managing director and senior wealth advisor at Slatestone Wealth. Jason began his investment career in 1992 with Fidelity Investments, where he held several roles of increasing responsibility, including regional vice president for retirement consulting.

Jason earned a bachelor’s degree in finance from Utah State University.

Personal interests

Outside of work, Jason enjoys spending time with his wife and their seven children and stepchildren. He also enjoys coaching youth sports, cycling, backpacking and fly-fishing.

Jason’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) 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.