Jason Gordo

Jason Gordo, AIF®, CRPS®

Senior Vice President, Head of Client Experience

What are three words people use to describe you?

Optimistic, responsible, connector.

When you are not working, what do you care about most?

Spending time with my wife and three daughters is most important to me. We enjoy the beach, traveling, and having friends and family over for great food and fun.

What's your MoneyMind®?

100% Protection

Jason serves as the Marketplace Spokesperson and Client Experience Expert for FinLife Partners and United Capital. A proven entrepreneur, investor, author, and industry speaker, Jason was previously the founder of Valley Wealth, Inc., an investment advisory firm which served the needs of high-net-worth clients, endowments, foundations, and corporate retirement plans. Jason received his undergraduate degree in business management and then earned a master’s degree in organizational leadership from Gonzaga University. He also earned his industry credentials from the College for Financial Planning (CRPS®) and the Center for Fiduciary Studies (AIF®).

Along with his three young daughters—Emily, Lily, and Grace—Jason and his wife, Tracy, reside in Monterey, California.